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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
Q2 		$340K Sell
11,819
-282
-2% -$7.72K 0.02% 396
2026
Q1 		$318K Buy
+12,101
New +$319K 0.02% 320

Other funds holding SMAY

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Evergreen Wealth Solutions's SMAY Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 2.3% in Q2 2026, selling an estimated $7.72K and leaving 11,819 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #396.

Evergreen Wealth Solutions first reported a position in SMAY in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

  • Evergreen Wealth Solutions held 11,819 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $340K as of Q2 2026.
  • Evergreen Wealth Solutions sold 282 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $7.72K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #396 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.