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Waverly Advisors’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

Waverly Advisors’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 		$438K Sell
10,674
-1,500
-12% -$62.1K ﹤0.01% 1145
2025
Q4 		$503K Buy
+12,174
New +$497K ﹤0.01% 1011

Other funds holding GMAY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Waverly Advisors's GMAY Position: Q1 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 12% in Q1 2026, selling an estimated $62.1K and leaving 10,674 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Waverly Advisors first reported a position in GMAY in Q4 2025 and has held it in 2 quarters since. The position peaked at $503K in Q4 2025. 97 funds tracked by Wall St. Rank hold GMAY as of Q1 2026.

  • Waverly Advisors held 10,674 shares of FT Vest US Equity Moderate Buffer ETF May worth $438K as of Q1 2026.
  • Waverly Advisors sold 1,500 FT Vest US Equity Moderate Buffer ETF May shares in Q1 2026, an estimated $62.1K.
  • FT Vest US Equity Moderate Buffer ETF May made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1145 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's FT Vest US Equity Moderate Buffer ETF May position peaked at $503K 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.