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Avantra Family Wealth’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Avantra Family Wealth’s Portfolio GMAY Stock Details GMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Sell
4,814
-66
-1% -$2.81K 0.13% 164
2026
Q1 		$200K Sell
4,880
-456
-9% -$18.9K 0.15% 157
2025
Q4 		$220K Hold
5,336
– – 0.16% 151
2025
Q3 		$216K Sell
5,336
-122,244
-96% -$4.87M 0.16% 157
2025
Q2 		$5M Buy
+127,580
New +$4.72M 4.13% 6

Other funds holding GMAY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Avantra Family Wealth's GMAY Position: Q2 2026 in Review

Avantra Family Wealth reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 1.4% in Q2 2026, selling an estimated $2.81K and leaving 4,814 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #164.

Avantra Family Wealth first reported a position in GMAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5M in Q2 2025. 67 funds tracked by Wall St. Rank hold GMAY as of Q2 2026.

  • Avantra Family Wealth held 4,814 shares of FT Vest US Equity Moderate Buffer ETF May worth $207K as of Q2 2026.
  • Avantra Family Wealth sold 66 FT Vest US Equity Moderate Buffer ETF May shares in Q2 2026, an estimated $2.81K.
  • FT Vest US Equity Moderate Buffer ETF May made up 0.13% of Avantra Family Wealth's portfolio in Q2 2026, its #164 holding.
  • Avantra Family Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2025 and has held it in 5 quarters since.
  • Avantra Family Wealth's FT Vest US Equity Moderate Buffer ETF May position peaked at $5M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.