SMART Wealth’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History

SMART Wealth’s Portfolio GMAY Stock Details GMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$502K	Sell	11,430 -4,099	-26%	-$179K	0.1%	164
2026 Q2	$668K	Buy	+15,529	New	+$661K	0.14%	135
2023 Q3	–	Sell	-337,903	Closed	-$10.6M	–	78
2023 Q2	$10.6M	Buy	+337,903	New	+$10.4M	7.97%	3

Other funds holding GMAY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $213M AUM

SMART Wealth's GMAY Position: Q3 2026 in Review

SMART Wealth reduced its FT Vest US Equity Moderate Buffer ETF May (GMAY) stake by 26% in Q3 2026, selling an estimated $179K and leaving 11,430 shares worth $502K. The position accounts for 0.1% of the portfolio, ranked #164.

SMART Wealth first reported a position in GMAY in Q2 2023 and has held it in 3 quarters since. The position peaked at $10.6M in Q2 2023. 88 funds tracked by Wall St. Rank hold GMAY as of Q3 2026.

SMART Wealth held 11,430 shares of FT Vest US Equity Moderate Buffer ETF May worth $502K as of Q3 2026.
SMART Wealth sold 4,099 FT Vest US Equity Moderate Buffer ETF May shares in Q3 2026, an estimated $179K.
FT Vest US Equity Moderate Buffer ETF May made up 0.1% of SMART Wealth's portfolio in Q3 2026, its #164 holding.
SMART Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2023 and has held it in 3 quarters since.
SMART Wealth's FT Vest US Equity Moderate Buffer ETF May position peaked at $10.6M in Q2 2023.
88 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.