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Holistic Planning’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Holistic Planning’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
2026
Q1 		$379K Hold
9,241
– – 0.08% 211
2025
Q4 		$382K Hold
9,241
– – 0.08% 198
2025
Q3 		$374K Sell
9,241
-319
-3% -$12.7K 0.1% 158
2025
Q2 		$374K Buy
9,560
+1,787
+23% +$66.2K 0.11% 149
2025
Q1 		$282K Sell
7,773
-290
-4% -$10.8K 0.1% 147
2024
Q4 		$297K Hold
8,063
– – 0.11% 133
2024
Q3 		$292K Buy
+8,063
New +$285K 0.12% 117

Other funds holding GMAY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Holistic Planning's GMAY Position: Q1 2026 in Review

Holistic Planning held its FT Vest US Equity Moderate Buffer ETF May (GMAY) position steady in Q1 2026 at 9,241 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #211.

Holistic Planning first reported a position in GMAY in Q3 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 97 funds tracked by Wall St. Rank hold GMAY as of Q1 2026.

  • Holistic Planning held 9,241 shares of FT Vest US Equity Moderate Buffer ETF May worth $379K as of Q1 2026.
  • Holistic Planning left its FT Vest US Equity Moderate Buffer ETF May share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF May made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #211 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's FT Vest US Equity Moderate Buffer ETF May position peaked at $382K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.