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

GeoWealth Management’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	-591	Closed	-$18.7K	–	1820
2024 Q4	$18.7K	Buy	+591	New	+$18.5K	﹤0.01%	1390

Other funds holding XMAY

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 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 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

GeoWealth Management's XMAY Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q1 2025, closing a stake of 591 shares — an estimated $18.7K sold.

GeoWealth Management first reported a position in XMAY in Q4 2024 and held it in 1 quarter. The position peaked at $18.7K in Q4 2024. 24 funds tracked by Wall St. Rank hold XMAY as of Q1 2025.

GeoWealth Management reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 591 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q1 2025, an estimated $18.7K.
GeoWealth Management first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q4 2024 and held it in 1 quarter.
GeoWealth Management's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $18.7K 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 GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.