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

CreativeOne Wealth’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	$383K	Buy	+13,505	New	+$370K	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

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

CreativeOne Wealth's SMAY Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2026: 13,505 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #893 among its holdings.

66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

CreativeOne Wealth held 13,505 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $383K as of Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF May was a new CreativeOne Wealth position in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #893 holding.
66 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.