Wealth Enhancement Advisory Services’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Wealth Enhancement Advisory Services’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	$103K	Buy	38,445 +1,103	+3%	+$30.2K	﹤0.01%	3789
2026 Q1	$69.2K	Buy	37,342 +30,434	+441%	+$802K	﹤0.01%	3388
2025 Q4	$184K	Buy	6,908 +306	+5%	+$7.83K	﹤0.01%	3297
2025 Q3	$168K	Sell	6,602 -4,096	-38%	-$101K	﹤0.01%	3197
2025 Q2	$260K	Buy	+10,698	New	+$249K	﹤0.01%	2754

Other funds holding SMAY

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

QCIG

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

OAS

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMAY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 3% in Q2 2026, buying an estimated $30.2K and bringing the position to 38,445 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3789.

Wealth Enhancement Advisory Services first reported a position in SMAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $260K in Q2 2025. 10 funds tracked by Wall St. Rank hold SMAY as of Q2 2026.

Wealth Enhancement Advisory Services held 38,445 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $103K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,103 FT Vest US Small Cap Moderate Buffer ETF May shares in Q2 2026, an estimated $30.2K.
FT Vest US Small Cap Moderate Buffer ETF May made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3789 holding.
Wealth Enhancement Advisory Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $260K in Q2 2025.
10 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.