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

Integrated Wealth Concepts’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 		$223K Hold
8,465
– – ﹤0.01% 2042
2025
Q4 		$220K Hold
8,465
– – ﹤0.01% 1473
2025
Q3 		$214K Buy
+8,465
New +$209K ﹤0.01% 1817

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

Integrated Wealth Concepts's SMAY Position: Q1 2026 in Review

Integrated Wealth Concepts held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q1 2026 at 8,465 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Integrated Wealth Concepts first reported a position in SMAY in Q3 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Integrated Wealth Concepts held 8,465 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $223K as of Q1 2026.
  • Integrated Wealth Concepts left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2042 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

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