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Abound Wealth Management’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Abound Wealth Management’s Portfolio SMAY Stock Details SMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,000
Closed -$24K – 1399
2025
Q2 		$24K Buy
+1,000
New +$23.3K 0.01% 302

Other funds holding SMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Abound Wealth Management's SMAY Position: Q3 2025 in Review

Abound Wealth Management sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q3 2025, closing a stake of 1,000 shares — an estimated $24K sold.

Abound Wealth Management first reported a position in SMAY in Q2 2025 and held it in 1 quarter. The position peaked at $24K in Q2 2025. 54 funds tracked by Wall St. Rank hold SMAY as of Q3 2025.

  • Abound Wealth Management reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 1,000 FT Vest US Small Cap Moderate Buffer ETF May shares in Q3 2025, an estimated $24K.
  • Abound Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2025 and held it in 1 quarter.
  • Abound Wealth Management's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $24K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.