SOA Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

SOA Wealth Advisors’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 Q2	$551K	Buy	19,399 +419	+2%	+$11.5K	0.09%	119
2026 Q1	$499K	Sell	18,980 -22,216	-54%	-$585K	0.09%	117
2025 Q4	$1.07M	Sell	41,196 -455	-1%	-$11.6K	0.18%	83
2025 Q3	$1.05M	Buy	41,651 +9,589	+30%	+$237K	0.18%	80
2025 Q2	$769K	Buy	32,062 +21,886	+215%	+$510K	0.14%	90
2025 Q1	$239K	Buy	10,176 +495	+5%	+$12.2K	0.05%	169
2024 Q4	$240K	Hold	9,681	–	–	0.04%	165
2024 Q3	$238K	Buy	9,681 +4,881	+102%	+$117K	0.05%	166
2024 Q2	$112K	Buy	+4,800	New	+$110K	0.02%	237

Other funds holding SMAY

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

SOA Wealth Advisors's SMAY Position: Q2 2026 in Review

SOA Wealth Advisors increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 2.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 19,399 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #119.

SOA Wealth Advisors first reported a position in SMAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2025. 27 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

SOA Wealth Advisors held 19,399 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $551K as of Q2 2026.
SOA Wealth Advisors bought 419 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $11.5K.
FT Vest US Small Cap Moderate Buffer ETF May made up 0.09% of SOA Wealth Advisors's portfolio in Q2 2026, its #119 holding.
SOA Wealth Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2024 and has held it in 9 quarters since.
SOA Wealth Advisors's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $1.07M in Q4 2025.
27 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.