Wood Tarver Financial Group’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Wood Tarver Financial Group’s Portfolio FMAY Stock Details FMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$635K	Buy	11,304 +3,432	+44%	+$190K	0.15%	89
2026 Q1	$415K	Sell	7,872 -2,475	-24%	-$133K	0.11%	100
2025 Q4	$553K	Buy	10,347 +301	+3%	+$15.8K	0.16%	87
2025 Q3	$524K	Hold	10,046	–	–	0.15%	87
2025 Q2	$502K	Buy	10,046 +7,082	+239%	+$334K	0.15%	83
2025 Q1	$137K	Hold	2,964	–	–	0.04%	160
2024 Q4	$140K	Buy	+2,964	New	+$140K	0.05%	154

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wood Tarver Financial Group's FMAY Position: Q2 2026 in Review

Wood Tarver Financial Group increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 44% in Q2 2026, buying an estimated $190K and bringing the position to 11,304 shares worth $635K. The position accounts for 0.15% of the portfolio, ranked #89.

Wood Tarver Financial Group first reported a position in FMAY in Q4 2024 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Wood Tarver Financial Group held 11,304 shares of FT Vest US Equity Buffer ETF May worth $635K as of Q2 2026.
Wood Tarver Financial Group bought 3,432 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $190K.
FT Vest US Equity Buffer ETF May made up 0.15% of Wood Tarver Financial Group's portfolio in Q2 2026, its #89 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Buffer ETF May in Q4 2024 and has held it in 7 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.