Stonebridge Financial Planning Group’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

Stonebridge Financial Planning Group’s Portfolio XMAY Stock Details XMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,740	Closed	-$225K	–	176
2025 Q2	$225K	Buy	+6,740	New	+$216K	0.09%	159

Other funds holding XMAY

KAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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

Objectivity Squared Charleston, South Carolina $178M AUM 31.14% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

FIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Planning Group's XMAY Position: Q3 2025 in Review

Stonebridge Financial Planning Group sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q3 2025, closing a stake of 6,740 shares — an estimated $225K sold.

Stonebridge Financial Planning Group first reported a position in XMAY in Q2 2025 and held it in 1 quarter. The position peaked at $225K in Q2 2025. 20 funds tracked by Wall St. Rank hold XMAY as of Q3 2025.

Stonebridge Financial Planning Group reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q3 2025 after selling out during the quarter.
Stonebridge Financial Planning Group sold 6,740 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q3 2025, an estimated $225K.
Stonebridge Financial Planning Group first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q2 2025 and held it in 1 quarter.
Stonebridge Financial Planning Group's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $225K in Q2 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q3 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2025, filed 18 Nov 2025.