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Grantvest Financial Group’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Grantvest Financial Group’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 		$599K Buy
22,761
+673
+3% +$17.7K 0.39% 65
2025
Q4 		$574K Sell
22,088
-149
-0.7% -$3.81K 0.37% 67
2025
Q3 		$563K Sell
22,237
-5,053
-19% -$125K 0.39% 62
2025
Q2 		$654K Buy
27,290
+3,019
+12% +$70.4K 0.49% 47
2025
Q1 		$569K Sell
24,271
-167
-0.7% -$4.11K 0.46% 50
2024
Q4 		$606K Buy
+24,438
New +$611K 0.68% 46

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

Grantvest Financial Group's SMAY Position: Q1 2026 in Review

Grantvest Financial Group increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 3% in Q1 2026, buying an estimated $17.7K and bringing the position to 22,761 shares worth $599K. The position accounts for 0.39% of the portfolio, ranked #65.

Grantvest Financial Group first reported a position in SMAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $654K in Q2 2025. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Grantvest Financial Group held 22,761 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $599K as of Q1 2026.
  • Grantvest Financial Group bought 673 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $17.7K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.39% of Grantvest Financial Group's portfolio in Q1 2026, its #65 holding.
  • Grantvest Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $654K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.