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 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

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

BFI Wealth Solutions's SMAY Position: Q2 2026 in Review

BFI Wealth Solutions reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 4.5% in Q2 2026, selling an estimated $48.5K and leaving 37,666 shares worth $1.07M. The position accounts for 0.79% of the portfolio, ranked #41.

BFI Wealth Solutions first reported a position in SMAY in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

BFI Wealth Solutions held 37,666 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $1.07M as of Q2 2026.
BFI Wealth Solutions sold 1,772 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $48.5K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.79% of BFI Wealth Solutions's portfolio in Q2 2026, its #41 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 3 quarters since.
66 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.