B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$473K	Sell	12,815 -9,500	-43%	-$349K	0.02%	712
2024 Q3	$806K	Sell	22,315 -700	-3%	-$24.8K	0.02%	561
2024 Q2	$805K	Sell	23,015 -11,865	-34%	-$408K	0.02%	611
2024 Q1	$1.08M	Buy	34,880 +2,330	+7%	+$78.1K	0.03%	503
2023 Q4	$1.07M	Sell	32,550 -2,330	-7%	-$73.8K	0.03%	504
2023 Q3	$1.08M	Sell	34,880 -200	-0.6%	-$6.26K	0.03%	503
2023 Q2	$1.1M	Buy	+35,080	New	+$1.08M	0.02%	537

Other funds holding GMAY

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's GMAY Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 43% in Q4 2024, selling an estimated $349K and leaving 12,815 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #712.

B. Riley Wealth Advisors first reported a position in GMAY in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2023. 100 funds tracked by Wall St. Rank hold GMAY as of Q4 2024.

B. Riley Wealth Advisors held 12,815 shares of FT Vest US Equity Moderate Buffer ETF May worth $473K as of Q4 2024.
B. Riley Wealth Advisors sold 9,500 FT Vest US Equity Moderate Buffer ETF May shares in Q4 2024, an estimated $349K.
FT Vest US Equity Moderate Buffer ETF May made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #712 holding.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2023 and has held it in 7 quarters since.
B. Riley Wealth Advisors's FT Vest US Equity Moderate Buffer ETF May position peaked at $1.1M in Q2 2023.
100 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.