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GeoWealth Management’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-13
Closed -$480 – 1358
2024
Q4 		$480 Hold
13
– – ﹤0.01% 1732
2024
Q3 		$471 Buy
+13
New +$460 ﹤0.01% 1634

Other funds holding GMAY

Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

GeoWealth Management's GMAY Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest US Equity Moderate Buffer ETF May (GMAY) in Q1 2025, closing a stake of 13 shares — an estimated $480 sold.

GeoWealth Management first reported a position in GMAY in Q3 2024 and held it in 2 quarters. The position peaked at $480 in Q4 2024. 88 funds tracked by Wall St. Rank hold GMAY as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF May position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 13 FT Vest US Equity Moderate Buffer ETF May shares in Q1 2025, an estimated $480.
  • GeoWealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's FT Vest US Equity Moderate Buffer ETF May position peaked at $480 in Q4 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.