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

Jaffetilchin Investment Partners’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	$203K	Sell	7,734 -21,683	-74%	-$571K	0.01%	447
2025 Q4	$764K	Sell	29,417 -8,866	-23%	-$227K	0.04%	221
2025 Q3	$970K	Sell	38,283 -1,145	-3%	-$28.3K	0.06%	191
2025 Q2	$945K	Sell	39,428 -10,453	-21%	-$244K	0.06%	188
2025 Q1	$1.17M	Buy	49,881 +19,817	+66%	+$488K	0.08%	164
2024 Q4	$745K	Sell	30,064 -15,465	-34%	-$387K	0.05%	189
2024 Q3	$1.12M	Sell	45,529 -25,968	-36%	-$623K	0.08%	138
2024 Q2	$1.67M	Buy	71,497 +39,017	+120%	+$893K	0.14%	92
2024 Q1	$745K	Sell	32,480 -3,178	-9%	-$70.2K	0.07%	166
2023 Q4	$785K	Sell	35,658 -10,209	-22%	-$210K	0.08%	167
2023 Q3	$932K	Buy	45,867 +12,562	+38%	+$262K	0.1%	123
2023 Q2	$693K	Buy	+33,305	New	+$681K	0.07%	154

Other funds holding SMAY

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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 $464M AUM 35.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Jaffetilchin Investment Partners's SMAY Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 74% in Q1 2026, selling an estimated $571K and leaving 7,734 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #447.

Jaffetilchin Investment Partners first reported a position in SMAY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q2 2024. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

Jaffetilchin Investment Partners held 7,734 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $203K as of Q1 2026.
Jaffetilchin Investment Partners sold 21,683 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $571K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #447 holding.
Jaffetilchin Investment Partners first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2023 and has held it in 12 quarters since.
Jaffetilchin Investment Partners's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $1.67M in Q2 2024.
57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.