CW
XMAY

CreativeOne Wealth’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

CreativeOne Wealth’s Portfolio XMAY Stock Details XMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,830
Closed -$658K – 1157
2024
Q4 		$658K Buy
+20,830
New +$653K 0.02% 611

Other funds holding XMAY

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

CreativeOne Wealth's XMAY Position: Q1 2025 in Review

CreativeOne Wealth sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q1 2025, closing a stake of 20,830 shares — an estimated $658K sold.

CreativeOne Wealth first reported a position in XMAY in Q4 2024 and held it in 1 quarter. The position peaked at $658K in Q4 2024. 24 funds tracked by Wall St. Rank hold XMAY as of Q1 2025.

  • CreativeOne Wealth reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 20,830 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q1 2025, an estimated $658K.
  • CreativeOne Wealth first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q4 2024 and held it in 1 quarter.
  • CreativeOne Wealth's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $658K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.