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

Evergreen 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 Q1	$318K	Buy	+12,101	New	+$319K	0.02%	320

Other funds holding SMAY

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

Evergreen Wealth Solutions's SMAY Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q1 2026: 12,101 shares worth $318K. The stake represents 0.02% of the portfolio and ranks #320 among its holdings.

57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

Evergreen Wealth Solutions held 12,101 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $318K as of Q1 2026.
FT Vest US Small Cap Moderate Buffer ETF May was a new Evergreen Wealth Solutions position in Q1 2026.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #320 holding.
57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.