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WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-18,364
Closed -$643K – 273
2024
Q2 		$643K Buy
+18,364
New +$631K 0.07% 178

Other funds holding GMAY

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

WealthPLAN Partners's GMAY Position: Q3 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Moderate Buffer ETF May (GMAY) in Q3 2024, closing a stake of 18,364 shares — an estimated $643K sold.

WealthPLAN Partners first reported a position in GMAY in Q2 2024 and held it in 1 quarter. The position peaked at $643K in Q2 2024. 86 funds tracked by Wall St. Rank hold GMAY as of Q3 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Moderate Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 18,364 FT Vest US Equity Moderate Buffer ETF May shares in Q3 2024, an estimated $643K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Moderate Buffer ETF May position peaked at $643K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.