MAYM — FT VEST U.S. EQUITY MAX BUFFER ETF - MAY

Ownership history in Concentrum Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Concentrum Wealth Management reported a position in FT VEST U.S. EQUITY MAX BUFFER ETF - MAY (MAYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.12% (2025 Q2)
Avg. % of fund
0.81%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 48,917 -45,809 -48.4% 0.44% $1.6M $32.20
2025 Q3 REDUCED 94,726 -19,939 -17.4% 0.87% $3.0M $31.80
2025 Q2 INITIATED 114,665 — — 1.12% $3.6M $31.26
% of Fund (quarterly)    MAYM price (monthly, adj. close)

Other funds also holding MAYM

As of 2025 Q4 — sorted by position size

PRECEDENT WEALTH PARTNERS, LLC 0.08% DHJJ Financial Advisors, Ltd. 3Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% EverSource Wealth Advisors, LLC 3Y 0.01% HARBOUR INVESTMENTS, INC. 3Y 0.01% U.S. Capital Wealth Advisors, LLC 3Y 0.01% CX Institutional 3Y 7Y 0.0% Aptus Capital Advisors, LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%
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