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Wood Tarver Financial Group’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History

Wood Tarver Financial 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
2026
Q1 		$303K Sell
11,518
-45
-0.4% -$1.19K 0.08% 121
2025
Q4 		$300K Sell
11,563
-1,480
-11% -$37.9K 0.08% 124
2025
Q3 		$330K Hold
13,043
– – 0.1% 120
2025
Q2 		$312K Buy
13,043
+1,672
+15% +$39K 0.09% 113
2025
Q1 		$267K Hold
11,371
– – 0.09% 111
2024
Q4 		$281K Buy
+11,371
New +$285K 0.09% 113

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 $136M AUM 19.17% 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 $38.8B AUM 21.88% 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 $71.6B AUM 21.08% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM

Wood Tarver Financial Group's SMAY Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its FT Vest US Small Cap Moderate Buffer ETF May (SMAY) stake by 0.39% in Q1 2026, selling an estimated $1.19K and leaving 11,518 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #121.

Wood Tarver Financial Group first reported a position in SMAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q3 2025. 57 funds tracked by Wall St. Rank hold SMAY as of Q1 2026.

  • Wood Tarver Financial Group held 11,518 shares of FT Vest US Small Cap Moderate Buffer ETF May worth $303K as of Q1 2026.
  • Wood Tarver Financial Group sold 45 FT Vest US Small Cap Moderate Buffer ETF May shares in Q1 2026, an estimated $1.19K.
  • FT Vest US Small Cap Moderate Buffer ETF May made up 0.08% of Wood Tarver Financial Group's portfolio in Q1 2026, its #121 holding.
  • Wood Tarver Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF May in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's FT Vest US Small Cap Moderate Buffer ETF May position peaked at $330K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF May as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.