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 Q3	$184K	Buy	6,656 +900	+16%	+$25.5K	0.02%	536
2026 Q2	$163K	Hold	5,756	–	–	0.02%	617
2026 Q1	$151K	Hold	5,756	–	–	0.02%	583
2025 Q4	$149K	Buy	+5,756	New	+$147K	0.02%	589

Other funds holding SMAY

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMAY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 16% in Q3 2026, buying an estimated $25.5K and bringing the position to 6,656 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #536.

Pinnacle Wealth Planning Services first reported a position in SMAY in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold SMAY as of Q3 2026.

Pinnacle Wealth Planning Services held 6,656 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $184K as of Q3 2026.
Pinnacle Wealth Planning Services bought 900 FT Vest US Small Cap Moderate Buffer ETF May shares in Q3 2026, an estimated $25.5K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #536 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 4 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 Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.