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Steward Partners Investment Advisory’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Steward Partners Investment Advisory’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 		$96.8K Hold
3,678
– – ﹤0.01% 2386
2025
Q4 		$95.5K Hold
3,678
– – ﹤0.01% 2320
2025
Q3 		$93.1K Buy
3,678
+1,428
+63% +$35.2K ﹤0.01% 2274
2025
Q2 		$53.9K Hold
2,250
– – ﹤0.01% 2436
2025
Q1 		$52.8K Hold
2,250
– – ﹤0.01% 2354
2024
Q4 		$55.8K Hold
2,250
– – ﹤0.01% 2279
2024
Q3 		$55.3K Hold
2,250
– – ﹤0.01% 2189
2024
Q2 		$52.5K Hold
2,250
– – ﹤0.01% 2080
2024
Q1 		$51.6K Hold
2,250
– – ﹤0.01% 2096
2023
Q4 		$49.5K Hold
2,250
– – ﹤0.01% 2002
2023
Q3 		$45.7K Hold
2,250
– – ﹤0.01% 1958
2023
Q2 		$46.8K Buy
+2,250
New +$46K ﹤0.01% 1912

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 $154M AUM 25.99% 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 $43.3B AUM 29.3% 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 $79.5B AUM 27.1% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM

Steward Partners Investment Advisory's SMAY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) position steady in Q1 2026 at 3,678 shares worth $96.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Steward Partners Investment Advisory first reported a position in SMAY in Q2 2023 and has held it in 12 quarters since. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Steward Partners Investment Advisory held 3,678 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $96.8K as of Q1 2026.
  • Steward Partners Investment Advisory left its FT Vest US Small Cap Moderate Buffer ETF May share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2386 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2023 and has held it in 12 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.