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

Capital Investment 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
2026 Q2	$14.2K	Hold	500	–	–	﹤0.01%	1119
2026 Q1	$13.2K	Hold	500	–	–	﹤0.01%	1035
2025 Q4	$13K	Sell	500 -200	-29%	-$5.12K	﹤0.01%	993
2025 Q3	$17.7K	Hold	700	–	–	﹤0.01%	915
2025 Q2	$16.8K	Buy	+700	New	+$16.3K	﹤0.01%	893

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

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

KAS

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Capital Investment Advisory Services's SMAY Position: Q2 2026 in Review

Capital Investment Advisory Services held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q2 2026 at 500 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Capital Investment Advisory Services first reported a position in SMAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.7K in Q3 2025. 59 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

Capital Investment Advisory Services held 500 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $14.2K as of Q2 2026.
Capital Investment Advisory Services 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 Capital Investment Advisory Services's portfolio in Q2 2026, its #1119 holding.
Capital Investment Advisory Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2025 and has held it in 5 quarters since.
Capital Investment Advisory Services's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $17.7K in Q3 2025.
59 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.