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
2025 Q1	–	Sell	-12,815	Closed	-$473K	–	1360
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 $369B AUM 28.27% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

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

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

B. Riley Wealth Advisors's GMAY Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF May (GMAY) in Q1 2025, closing a stake of 12,815 shares — an estimated $473K sold.

B. Riley Wealth Advisors first reported a position in GMAY in Q2 2023 and held it in 7 quarters. The position peaked at $1.1M in Q2 2023. 88 funds tracked by Wall St. Rank hold GMAY as of Q1 2025.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF May position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,815 FT Vest US Equity Moderate Buffer ETF May shares in Q1 2025, an estimated $473K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Moderate Buffer ETF May position peaked at $1.1M in Q2 2023.
88 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.