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United Advisor Group’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

United Advisor Group’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
2025
Q2 		– Sell
-8,550
Closed -$200K – 395
2025
Q1 		$200K Sell
8,550
-68
-0.8% -$1.67K 0.04% 339
2024
Q4 		$214K Buy
8,618
+83
+1% +$2.08K 0.04% 346
2024
Q3 		$210K Buy
+8,535
New +$205K 0.05% 327

Other funds holding SMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

United Advisor Group's SMAY Position: Q2 2025 in Review

United Advisor Group sold out of FT Vest US Small Cap Moderate Buffer ETF May (SMAY) in Q2 2025, closing a stake of 8,550 shares — an estimated $200K sold.

United Advisor Group first reported a position in SMAY in Q3 2024 and held it in 3 quarters. The position peaked at $214K in Q4 2024. 58 funds tracked by Wall St. Rank hold SMAY as of Q2 2025.

  • United Advisor Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF May position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 8,550 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2025, an estimated $200K.
  • United Advisor Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q3 2024 and held it in 3 quarters.
  • United Advisor Group's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $214K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.