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GeoWealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

GeoWealth Management’s Portfolio DMAY Stock Details DMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,425
Closed -$132K – 1703
2024
Q2 		$132K Buy
+3,425
New +$129K 0.01% 756
2022
Q3 		– Sell
-12,860
Closed -$397K – 352
2022
Q2 		$397K Buy
+12,860
New +$418K 0.05% 181

Other funds holding DMAY

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GeoWealth Management's DMAY Position: Q3 2024 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q3 2024, closing a stake of 3,425 shares — an estimated $132K sold.

GeoWealth Management first reported a position in DMAY in Q2 2022 and held it in 2 quarters. The position peaked at $397K in Q2 2022. 75 funds tracked by Wall St. Rank hold DMAY as of Q3 2024.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 3,425 FT Vest US Equity Deep Buffer ETF May shares in Q3 2024, an estimated $132K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2022 and held it in 2 quarters.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF May position peaked at $397K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.