BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in SMAY — FT Vest U.S. Small Cap Moderate Buffer ETF - May
CIK 1352860
BLUE BELL, PA
All Filings in SMAY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMAY | $108,603 | 4,128 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 SMAY | $129,705 | 4,995 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 SMAY | $126,498 | 4,995 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 SMAY | $74,019 | 3,088 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 SMAY | $72,413 | 3,088 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 SMAY | $77,369 | 3,121 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 SMAY | $76,714 | 3,121 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 SMAY | $72,812 | 3,121 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 SMAY | $71,580 | 3,121 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SMAY | $68,711 | 3,121 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 SMAY | $63,449 | 3,121 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||