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Lord & Richards Wealth Management’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Lord & Richards Wealth Management’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
-34
Closed -$1.23K – 92
2025
Q1 		$1.23K Buy
+34
New +$1.26K ﹤0.01% 164

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 $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Lord & Richards Wealth Management's GMAY Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF May (GMAY) in Q2 2025, closing a stake of 34 shares — an estimated $1.23K sold.

Lord & Richards Wealth Management first reported a position in GMAY in Q1 2025 and held it in 1 quarter. The position peaked at $1.23K in Q1 2025. 100 funds tracked by Wall St. Rank hold GMAY as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF May position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 34 FT Vest US Equity Moderate Buffer ETF May shares in Q2 2025, an estimated $1.23K.
  • Lord & Richards Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's FT Vest US Equity Moderate Buffer ETF May position peaked at $1.23K 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 Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.