Polaris Financial Partners’s Corgi U.S. Small-Cap 15% Structured Buffer ETF - May Series SCMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$25K Buy
+212
New +$5.43K 0.01% 231

Polaris Financial Partners's SCMY Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Corgi U.S. Small-Cap 15% Structured Buffer ETF - May Series (SCMY) in Q3 2026: 212 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

1 fund tracked by Wall St. Rank holds SCMY as of Q3 2026.

  • Polaris Financial Partners held 212 shares of Corgi U.S. Small-Cap 15% Structured Buffer ETF - May Series worth $25K as of Q3 2026.
  • Corgi U.S. Small-Cap 15% Structured Buffer ETF - May Series was a new Polaris Financial Partners position in Q3 2026.
  • Corgi U.S. Small-Cap 15% Structured Buffer ETF - May Series made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #231 holding.
  • 1 fund tracked by Wall St. Rank held Corgi U.S. Small-Cap 15% Structured Buffer ETF - May Series as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.