SPL
XAUG icon

Superior Planning, LLC’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Superior Planning, LLC’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.8K Buy
+600
New +$23.7K 0.01% 627

Other funds holding XAUG

DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Crosspoint Financial
Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return
1776 Wealth
1776 Wealth Atlanta, Georgia $306M AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's XAUG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q3 2026: 600 shares worth $23.8K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings.

26 funds tracked by Wall St. Rank hold XAUG as of Q3 2026.

  • Superior Planning, LLC held 600 shares of FT Vest US Equity Enhance & Moderate Buffer ETF August worth $23.8K as of Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF August was a new Superior Planning, LLC position in Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF August made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #627 holding.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.