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Golden State Equity Partners’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Golden State Equity Partners’s Portfolio FMAY Stock Details FMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,500
Closed -$211K – 369
2023
Q3 		$211K Hold
5,500
– – 0.06% 307
2023
Q2 		$214K Hold
5,500
– – 0.06% 338
2023
Q1 		$203K Buy
+5,500
New +$199K 0.11% 203

Other funds holding FMAY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Golden State Equity Partners's FMAY Position: Q4 2023 in Review

Golden State Equity Partners sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2023, closing a stake of 5,500 shares — an estimated $211K sold.

Golden State Equity Partners first reported a position in FMAY in Q1 2023 and held it in 3 quarters. The position peaked at $214K in Q2 2023. 91 funds tracked by Wall St. Rank hold FMAY as of Q4 2023.

  • Golden State Equity Partners reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2023 after selling out during the quarter.
  • Golden State Equity Partners sold 5,500 FT Vest US Equity Buffer ETF May shares in Q4 2023, an estimated $211K.
  • Golden State Equity Partners first reported a position in FT Vest US Equity Buffer ETF May in Q1 2023 and held it in 3 quarters.
  • Golden State Equity Partners's FT Vest US Equity Buffer ETF May position peaked at $214K in Q2 2023.
  • 91 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2023.

Based on Golden State Equity Partners's 13F filing for Q4 2023, filed 2 Feb 2024.