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

BFI Wealth Solutions’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 Q3	$1.28M	Buy	46,366 +8,700	+23%	+$246K	0.88%	39
2026 Q2	$1.07M	Sell	37,666 -1,772	-4%	-$48.5K	0.79%	41
2026 Q1	$1.04M	Buy	39,438 +8,563	+28%	+$226K	1%	37
2025 Q4	$802K	Buy	+30,875	New	+$790K	0.76%	39

Other funds holding SMAY

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BFI Wealth Solutions's SMAY Position: Q3 2026 in Review

BFI Wealth Solutions increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 23% in Q3 2026, buying an estimated $246K and bringing the position to 46,366 shares worth $1.28M. The position accounts for 0.88% of the portfolio, ranked #39.

BFI Wealth Solutions first reported a position in SMAY in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold SMAY as of Q3 2026.

BFI Wealth Solutions held 46,366 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $1.28M as of Q3 2026.
BFI Wealth Solutions bought 8,700 FT Vest US Small Cap Moderate Buffer ETF May shares in Q3 2026, an estimated $246K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.88% of BFI Wealth Solutions's portfolio in Q3 2026, its #39 holding.
BFI Wealth Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q3 2026.

Based on BFI Wealth Solutions's 13F filing for Q3 2026, filed 16 Oct 2026.