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

Maia Wealth’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
2025
Q3 		– Sell
-173,998
Closed -$4.17M – 356
2025
Q2 		$4.17M Sell
173,998
-5,614
-3% -$131K 0.79% 31
2025
Q1 		$4.11M Buy
+179,612
New +$4.42M 0.93% 23

Other funds holding SMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Maia Wealth's SMAY Position: Q3 2025 in Review

Maia Wealth sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q3 2025, closing a stake of 173,998 shares — an estimated $4.17M sold.

Maia Wealth first reported a position in SMAY in Q1 2025 and held it in 2 quarters. The position peaked at $4.17M in Q2 2025. 54 funds tracked by Wall St. Rank hold SMAY as of Q3 2025.

  • Maia Wealth reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q3 2025 after selling out during the quarter.
  • Maia Wealth sold 173,998 FT Vest US Small Cap Moderate Buffer ETF May shares in Q3 2025, an estimated $4.17M.
  • Maia Wealth first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q1 2025 and held it in 2 quarters.
  • Maia Wealth's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $4.17M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q3 2025.

Based on Maia Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.