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

Larson 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 Q2	–	Sell	-2,948	Closed	-$77.6K	–	3913
2026 Q1	$77.6K	Hold	2,948	–	–	﹤0.01%	1112
2025 Q4	$76.5K	Hold	2,948	–	–	﹤0.01%	1037
2025 Q3	$74.7K	Hold	2,948	–	–	﹤0.01%	1013
2025 Q2	$70.7K	Sell	2,948 -426	-13%	-$9.93K	﹤0.01%	955
2025 Q1	$79.1K	Hold	3,374	–	–	﹤0.01%	861
2024 Q4	$83.6K	Hold	3,374	–	–	﹤0.01%	764
2024 Q3	$82.9K	Buy	+3,374	New	+$81K	﹤0.01%	774

Other funds holding SMAY

MOS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Larson Financial Group's SMAY Position: Q2 2026 in Review

Larson Financial Group sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2026, closing a stake of 2,948 shares — an estimated $77.6K sold.

Larson Financial Group first reported a position in SMAY in Q3 2024 and held it in 7 quarters. The position peaked at $83.6K in Q4 2024. 66 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

Larson Financial Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 2,948 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $77.6K.
Larson Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2024 and held it in 7 quarters.
Larson Financial Group's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $83.6K in Q4 2024.
66 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.