Capital Analysts LLC’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Capital Analysts LLC’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 Q1	$590K	Sell	14,378 -1,427	-9%	-$59.1K	0.02%	420
2025 Q4	$653K	Sell	15,805 -205	-1%	-$8.36K	0.02%	389
2025 Q3	$648K	Buy	16,010 +892	+6%	+$35.5K	0.02%	384
2025 Q2	$592K	Sell	15,118 -118	-0.8%	-$4.37K	0.02%	363
2025 Q1	$552K	Buy	15,236 +3,449	+29%	+$128K	0.02%	353
2024 Q4	$435K	Sell	11,787 -253	-2%	-$9.3K	0.02%	351
2024 Q3	$436K	Sell	12,040 -1,660	-12%	-$58.8K	0.02%	345
2024 Q2	$479K	Buy	13,700 +13,098	+2,176%	+$450K	0.02%	335
2024 Q1	$20K	Hold	602	–	–	﹤0.01%	820
2023 Q4	$20K	Hold	602	–	–	﹤0.01%	807
2023 Q3	$19K	Hold	602	–	–	﹤0.01%	773
2023 Q2	$19K	Buy	+602	New	+$18.4K	﹤0.01%	734

Other funds holding GMAY

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MAM

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

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Analysts LLC's GMAY Position: Q1 2026 in Review

Capital Analysts LLC reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 9% in Q1 2026, selling an estimated $59.1K and leaving 14,378 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #420.

Capital Analysts LLC first reported a position in GMAY in Q2 2023 and has held it in 12 quarters since. The position peaked at $653K in Q4 2025. 97 funds tracked by Wall St. Rank hold GMAY as of Q1 2026.

Capital Analysts LLC held 14,378 shares of FT Vest US Equity Moderate Buffer ETF May worth $590K as of Q1 2026.
Capital Analysts LLC sold 1,427 FT Vest US Equity Moderate Buffer ETF May shares in Q1 2026, an estimated $59.1K.
FT Vest US Equity Moderate Buffer ETF May made up 0.02% of Capital Analysts LLC's portfolio in Q1 2026, its #420 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2023 and has held it in 12 quarters since.
Capital Analysts LLC's FT Vest US Equity Moderate Buffer ETF May position peaked at $653K in Q4 2025.
97 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.