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 Q2	$356K	Buy	8,278 +144	+2%	+$6.13K	0.08%	186
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

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

Sequent Planning's GMAY Position: Q2 2026 in Review

Sequent Planning increased its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 1.8% in Q2 2026, buying an estimated $6.13K and bringing the position to 8,278 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #186.

Sequent Planning first reported a position in GMAY in Q1 2024 and has held it in 10 quarters since. The position peaked at $518K in Q4 2025. 158 funds tracked by Wall St. Rank hold GMAY as of Q2 2026.

Sequent Planning held 8,278 shares of FT Vest US Equity Moderate Buffer ETF May worth $356K as of Q2 2026.
Sequent Planning bought 144 FT Vest US Equity Moderate Buffer ETF May shares in Q2 2026, an estimated $6.13K.
FT Vest US Equity Moderate Buffer ETF May made up 0.08% of Sequent Planning's portfolio in Q2 2026, its #186 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FT Vest US Equity Moderate Buffer ETF May position peaked at $518K in Q4 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.