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 Q2	$408K	Sell	9,474 -1,200	-11%	-$51.1K	﹤0.01%	1267
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

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 22.9% 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

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

Waverly Advisors's GMAY Position: Q2 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 11% in Q2 2026, selling an estimated $51.1K and leaving 9,474 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Waverly Advisors first reported a position in GMAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $503K in Q4 2025. 159 funds tracked by Wall St. Rank hold GMAY as of Q2 2026.

Waverly Advisors held 9,474 shares of FT Vest US Equity Moderate Buffer ETF May worth $408K as of Q2 2026.
Waverly Advisors sold 1,200 FT Vest US Equity Moderate Buffer ETF May shares in Q2 2026, an estimated $51.1K.
FT Vest US Equity Moderate Buffer ETF May made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1267 holding.
Waverly Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q4 2025 and has held it in 3 quarters since.
Waverly Advisors's FT Vest US Equity Moderate Buffer ETF May position peaked at $503K in Q4 2025.
159 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q2 2026.

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