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 Q2	$605K	Buy	14,060 +4,819	+52%	+$205K	0.09%	185
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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Holistic Planning's GMAY Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 52% in Q2 2026, buying an estimated $205K and bringing the position to 14,060 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #185.

Holistic Planning first reported a position in GMAY in Q3 2024 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold GMAY as of Q2 2026.

Holistic Planning held 14,060 shares of FT Vest US Equity Moderate Buffer ETF May worth $605K as of Q2 2026.
Holistic Planning bought 4,819 FT Vest US Equity Moderate Buffer ETF May shares in Q2 2026, an estimated $205K.
FT Vest US Equity Moderate Buffer ETF May made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #185 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q3 2024 and has held it in 8 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.