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Optivise Advisory Services’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Optivise Advisory Services’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 		$574K Buy
+20,232
New +$554K 0.29% 97
2026
Q1 		– Sell
-17,983
Closed -$467K – 211
2025
Q4 		$467K Buy
+17,983
New +$460K 0.27% 97

Other funds holding SMAY

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Optivise Advisory Services's SMAY Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2026: 20,232 shares worth $574K. The stake represents 0.29% of the portfolio and ranks #97 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in SMAY as recently as Q4 2025.

Optivise Advisory Services first reported a position in SMAY in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

  • Optivise Advisory Services held 20,232 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $574K as of Q2 2026.
  • FT Vest US Small Cap Moderate Buffer ETF May was a new Optivise Advisory Services position in Q2 2026.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.29% of Optivise Advisory Services's portfolio in Q2 2026, its #97 holding.
  • Optivise Advisory Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.