Carson Wealth (CWM LLC)
SMAY icon

Carson Wealth (CWM LLC)’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$6.29K Hold
239
– – ﹤0.01% 4948
2025
Q4 		$6K Hold
239
– – ﹤0.01% 4775
2025
Q3 		$6K Hold
239
– – ﹤0.01% 4696
2025
Q2 		$6K Hold
239
– – ﹤0.01% 4566
2025
Q1 		$6K Hold
239
– – ﹤0.01% 4405
2024
Q4 		$6K Hold
239
– – ﹤0.01% 4148
2024
Q3 		$6K Hold
239
– – ﹤0.01% 4041
2024
Q2 		$6K Hold
239
– – ﹤0.01% 3809
2024
Q1 		$5K Hold
239
– – ﹤0.01% 3693
2023
Q4 		$5K Hold
239
– – ﹤0.01% 3543
2023
Q3 		$5K Buy
+239
New +$4.99K ﹤0.01% 3490

Other funds holding SMAY

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM

Carson Wealth (CWM LLC)'s SMAY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q1 2026 at 239 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4948.

Carson Wealth (CWM LLC) first reported a position in SMAY in Q3 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 239 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $6.29K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4948 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2023 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.