Envestnet Portfolio Solutions
XMAY

Envestnet Portfolio Solutions’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

Envestnet Portfolio Solutions’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
-6,640
Closed -$210K – 1805
2024
Q4 		$210K Buy
+6,640
New +$208K ﹤0.01% 1670

Other funds holding XMAY

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $71.6B AUM 21.08% 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 $377B AUM 19.32% 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 $237M AUM 22.22% 1-Year Est. Return

Envestnet Portfolio Solutions's XMAY Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q1 2025, closing a stake of 6,640 shares — an estimated $210K sold.

Envestnet Portfolio Solutions first reported a position in XMAY in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 24 funds tracked by Wall St. Rank hold XMAY as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,640 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q1 2025, an estimated $210K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $210K 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 Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.