Optivise Advisory Services’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History
Bought
Maintained
Sold
Other funds holding SMAY
DI
Optivise Advisory Services's SMAY Position: Q3 2026 in Review
Optivise Advisory Services increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 26% in Q3 2026, buying an estimated $152K and bringing the position to 25,589 shares worth $708K. The position accounts for 0.35% of the portfolio, ranked #78.
Optivise Advisory Services first reported a position in SMAY in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold SMAY as of Q3 2026.
- Optivise Advisory Services held 25,589 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $708K as of Q3 2026.
- Optivise Advisory Services bought 5,357 FT Vest US Small Cap Moderate Buffer ETF May shares in Q3 2026, an estimated $152K.
- FT Vest US Small Cap Moderate Buffer ETF May made up 0.35% of Optivise Advisory Services's portfolio in Q3 2026, its #78 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 3 quarters since.
- 22 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.