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Silver Oak Securities’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Silver Oak Securities’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 		– Sell
-8,801
Closed -$229K – 849
2025
Q4 		$229K Buy
+8,801
New +$225K 0.02% 722

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

Silver Oak Securities's SMAY Position: Q1 2026 in Review

Silver Oak Securities sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q1 2026, closing a stake of 8,801 shares — an estimated $229K sold.

Silver Oak Securities first reported a position in SMAY in Q4 2025 and held it in 1 quarter. The position peaked at $229K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Silver Oak Securities reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 8,801 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $229K.
  • Silver Oak Securities first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2025 and held it in 1 quarter.
  • Silver Oak Securities's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $229K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.