Waverly Advisors’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Waverly Advisors’s Portfolio GAPR Stock Details GAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$734K	Hold	17,611	–	–	﹤0.01%	1001
2026 Q1	$713K	Sell	17,611 -195	-1%	-$7.84K	0.01%	936
2025 Q4	$712K	Buy	+17,806	New	+$704K	0.01%	876

Other funds holding GAPR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

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

Waverly Advisors's GAPR Position: Q2 2026 in Review

Waverly Advisors held its FT Vest US Equity Moderate Buffer ETF April (GAPR) position steady in Q2 2026 at 17,611 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Waverly Advisors first reported a position in GAPR in Q4 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold GAPR as of Q2 2026.

Waverly Advisors held 17,611 shares of FT Vest US Equity Moderate Buffer ETF April worth $734K as of Q2 2026.
Waverly Advisors left its FT Vest US Equity Moderate Buffer ETF April share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF April made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1001 holding.
Waverly Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.