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

Pinnacle Wealth Planning 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
Q1 		$151K Hold
5,756
– – 0.02% 583
2025
Q4 		$149K Buy
+5,756
New +$147K 0.02% 589

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
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 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

Pinnacle Wealth Planning Services's SMAY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q1 2026 at 5,756 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #583.

Pinnacle Wealth Planning Services first reported a position in SMAY in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,756 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $151K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #583 holding.
  • Pinnacle Wealth Planning 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.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.