SMART Wealth’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

SMART Wealth’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
2023 Q3	–	Sell	-337,903	Closed	-$10.6M	–	78
2023 Q2	$10.6M	Buy	+337,903	New	+$10.4M	7.97%	3

Other funds holding GMAY

AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SMART Wealth's GMAY Position: Q3 2023 in Review

SMART Wealth sold out of FT Vest US Equity Moderate Buffer ETF May (GMAY) in Q3 2023, closing a stake of 337,903 shares — an estimated $10.6M sold.

SMART Wealth first reported a position in GMAY in Q2 2023 and held it in 1 quarter. The position peaked at $10.6M in Q2 2023. 47 funds tracked by Wall St. Rank hold GMAY as of Q3 2023.

SMART Wealth reported no remaining FT Vest US Equity Moderate Buffer ETF May position as of Q3 2023 after selling out during the quarter.
SMART Wealth sold 337,903 FT Vest US Equity Moderate Buffer ETF May shares in Q3 2023, an estimated $10.6M.
SMART Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2023 and held it in 1 quarter.
SMART Wealth's FT Vest US Equity Moderate Buffer ETF May position peaked at $10.6M in Q2 2023.
47 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q3 2023.

Based on SMART Wealth's 13F filing for Q3 2023, filed 16 Dec 2024.