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

Sequent 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	$334K	Sell	8,134 -4,422	-35%	-$183K	0.08%	165
2025 Q4	$518K	Sell	12,556 -197	-2%	-$8.04K	0.13%	119
2025 Q3	$516K	Buy	12,753 +2,403	+23%	+$95.6K	0.15%	115
2025 Q2	$405K	Buy	10,350 +2,607	+34%	+$96.5K	0.13%	104
2025 Q1	$281K	Hold	7,743	–	–	0.1%	122
2024 Q4	$286K	Sell	7,743 -128	-2%	-$4.7K	0.1%	118
2024 Q3	$285K	Sell	7,871 -181	-2%	-$6.41K	0.1%	118
2024 Q2	$282K	Sell	8,052 -1,694	-17%	-$58.2K	0.1%	116
2024 Q1	$331K	Buy	+9,746	New	+$327K	0.12%	106

Other funds holding GMAY

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sequent Planning's GMAY Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 35% in Q1 2026, selling an estimated $183K and leaving 8,134 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #165.

Sequent Planning first reported a position in GMAY in Q1 2024 and has held it in 9 quarters since. The position peaked at $518K in Q4 2025. 97 funds tracked by Wall St. Rank hold GMAY as of Q1 2026.

Sequent Planning held 8,134 shares of FT Vest US Equity Moderate Buffer ETF May worth $334K as of Q1 2026.
Sequent Planning sold 4,422 FT Vest US Equity Moderate Buffer ETF May shares in Q1 2026, an estimated $183K.
FT Vest US Equity Moderate Buffer ETF May made up 0.08% of Sequent Planning's portfolio in Q1 2026, its #165 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's FT Vest US Equity Moderate Buffer ETF May position peaked at $518K 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 Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.