WP
XMAY

WealthPLAN Partners’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-21,259
Closed -$641K – 317
2024
Q2 		$641K Buy
+21,259
New +$635K 0.07% 179

Other funds holding XMAY

LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's XMAY Position: Q3 2024 in Review

WealthPLAN Partners sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q3 2024, closing a stake of 21,259 shares — an estimated $641K sold.

WealthPLAN Partners first reported a position in XMAY in Q2 2024 and held it in 1 quarter. The position peaked at $641K in Q2 2024. 23 funds tracked by Wall St. Rank hold XMAY as of Q3 2024.

  • WealthPLAN Partners reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 21,259 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q3 2024, an estimated $641K.
  • WealthPLAN Partners first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q2 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $641K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q3 2024.

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