Blue Bell Private Wealth Management’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History
Bought
Maintained
Sold
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Blue Bell Private Wealth Management's SMAY Position: Q2 2026 in Review
Blue Bell Private Wealth Management held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q2 2026 at 4,128 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #336.
Blue Bell Private Wealth Management first reported a position in SMAY in Q3 2023 and has held it in 12 quarters since. The position peaked at $130K in Q4 2025. 66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.
- Blue Bell Private Wealth Management held 4,128 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $117K as of Q2 2026.
- Blue Bell Private Wealth Management left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q2 2026.
- FT Vest US Small Cap Moderate Buffer ETF May made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #336 holding.
- Blue Bell Private Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2023 and has held it in 12 quarters since.
- Blue Bell Private Wealth Management's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $130K 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 Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.