Harvest Investment Services’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Harvest Investment Services’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	$317K	Sell	12,032 -1,805	-13%	-$47.6K	0.06%	261
2025 Q4	$359K	Sell	13,837 -29,951	-68%	-$766K	0.07%	237
2025 Q3	$1.11M	Sell	43,788 -8,391	-16%	-$207K	0.22%	115
2025 Q2	$1.25M	Sell	52,179 -13,171	-20%	-$307K	0.28%	98
2025 Q1	$1.53M	Sell	65,350 -11,466	-15%	-$282K	0.43%	55
2024 Q4	$1.9M	Buy	76,816 +14,162	+23%	+$354K	0.47%	62
2024 Q3	$1.54M	Buy	+62,654	New	+$1.5M	0.49%	56

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 $154M AUM 25.99% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

Harvest Investment Services's SMAY Position: Q1 2026 in Review

Harvest Investment Services reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 13% in Q1 2026, selling an estimated $47.6K and leaving 12,032 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #261.

Harvest Investment Services first reported a position in SMAY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2024. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

Harvest Investment Services held 12,032 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $317K as of Q1 2026.
Harvest Investment Services sold 1,805 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $47.6K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.06% of Harvest Investment Services's portfolio in Q1 2026, its #261 holding.
Harvest Investment Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2024 and has held it in 7 quarters since.
Harvest Investment Services's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $1.9M in Q4 2024.
57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.