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Concurrent Investment Advisors’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Concurrent Investment 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
2026
Q2 		$881K Buy
20,461
+7,347
+56% +$313K 0.01% 1071
2026
Q1 		$538K Buy
+13,114
New +$543K 0.01% 1179

Other funds holding GMAY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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

Concurrent Investment Advisors's GMAY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 56% in Q2 2026, buying an estimated $313K and bringing the position to 20,461 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #1071.

Concurrent Investment Advisors first reported a position in GMAY in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold GMAY as of Q2 2026.

  • Concurrent Investment Advisors held 20,461 shares of FT Vest US Equity Moderate Buffer ETF May worth $881K as of Q2 2026.
  • Concurrent Investment Advisors bought 7,347 FT Vest US Equity Moderate Buffer ETF May shares in Q2 2026, an estimated $313K.
  • FT Vest US Equity Moderate Buffer ETF May made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1071 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.