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

Benson 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
2026 Q2	$322K	Sell	11,349 -416	-4%	-$11.4K	0.32%	45
2026 Q1	$310K	Sell	11,765 -29,736	-72%	-$783K	0.42%	42
2025 Q4	$1.08M	Buy	+41,501	New	+$1.06M	1.2%	24

Other funds holding SMAY

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Benson Wealth Management's SMAY Position: Q2 2026 in Review

Benson Wealth Management reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 3.5% in Q2 2026, selling an estimated $11.4K and leaving 11,349 shares worth $322K. The position accounts for 0.32% of the portfolio, ranked #45.

Benson Wealth Management first reported a position in SMAY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

Benson Wealth Management held 11,349 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $322K as of Q2 2026.
Benson Wealth Management sold 416 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $11.4K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.32% of Benson Wealth Management's portfolio in Q2 2026, its #45 holding.
Benson Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2025 and has held it in 3 quarters since.
Benson Wealth Management's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $1.08M in Q4 2025.
66 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.