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Lifeworks Advisors’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Lifeworks Advisors’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
Q2 		– Sell
-6,525
Closed -$237K – 319
2025
Q1 		$237K Buy
+6,525
New +$242K 0.04% 278
2024
Q4 		– Sell
-6,525
Closed -$236K – 312
2024
Q3 		$236K Hold
6,525
– – 0.05% 260
2024
Q2 		$228K Buy
+6,525
New +$224K 0.06% 204

Other funds holding GMAY

AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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

Lifeworks Advisors's GMAY Position: Q2 2025 in Review

Lifeworks Advisors sold out of FT Vest US Equity Moderate Buffer ETF May (GMAY) in Q2 2025, closing a stake of 6,525 shares — an estimated $237K sold.

Lifeworks Advisors first reported a position in GMAY in Q2 2024 and held it in 3 quarters. The position peaked at $237K in Q1 2025. 100 funds tracked by Wall St. Rank hold GMAY as of Q2 2025.

  • Lifeworks Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF May position as of Q2 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 6,525 FT Vest US Equity Moderate Buffer ETF May shares in Q2 2025, an estimated $237K.
  • Lifeworks Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2024 and held it in 3 quarters.
  • Lifeworks Advisors's FT Vest US Equity Moderate Buffer ETF May position peaked at $237K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.