Avantax Advisory Services’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Avantax Advisory Services’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 Q2	$994K	Buy	+41,468	New	+$967K	0.01%	1179

Other funds holding SMAY

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Avantax Advisory Services's SMAY Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2025: 41,468 shares worth $994K. The stake represents 0.01% of the portfolio and ranks #1179 among its holdings.

58 funds tracked by Wall St. Rank hold SMAY as of Q2 2025.

Avantax Advisory Services held 41,468 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $994K as of Q2 2025.
FT Vest US Small Cap Moderate Buffer ETF May was a new Avantax Advisory Services position in Q2 2025.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1179 holding.
58 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.