LWM
SMAY icon

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

Lionshead Wealth Management’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 		$2.14M Sell
81,158
-2,136
-3% -$56.3K 1.57% 19
2025
Q4 		$2.16M Sell
83,294
-533
-0.6% -$13.6K 1.63% 20
2025
Q3 		$2.12M Sell
83,827
-73,974
-47% -$1.83M 1.68% 21
2025
Q2 		$3.78M Buy
+157,801
New +$3.68M 3.49% 6

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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Lionshead Wealth Management's SMAY Position: Q1 2026 in Review

Lionshead Wealth Management reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 2.6% in Q1 2026, selling an estimated $56.3K and leaving 81,158 shares worth $2.14M. The position accounts for 1.57% of the portfolio, ranked #19.

Lionshead Wealth Management first reported a position in SMAY in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.78M in Q2 2025. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Lionshead Wealth Management held 81,158 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $2.14M as of Q1 2026.
  • Lionshead Wealth Management sold 2,136 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $56.3K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 1.57% of Lionshead Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Lionshead Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2025 and has held it in 4 quarters since.
  • Lionshead Wealth Management's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $3.78M 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 Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.