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Accel Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Accel Wealth Management’s Portfolio DAUG Stock Details DAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,930
Closed -$219K – 292
2025
Q4 		$219K Sell
4,930
-3
-0.1% -$132 0.06% 259
2025
Q3 		$215K Buy
+4,933
New +$211K 0.06% 254

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Accel Wealth Management's DAUG Position: Q1 2026 in Review

Accel Wealth Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2026, closing a stake of 4,930 shares — an estimated $219K sold.

Accel Wealth Management first reported a position in DAUG in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q4 2025. 112 funds tracked by Wall St. Rank hold DAUG as of Q1 2026.

  • Accel Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2026 after selling out during the quarter.
  • Accel Wealth Management sold 4,930 FT Vest US Equity Deep Buffer ETF August shares in Q1 2026, an estimated $219K.
  • Accel Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2025 and held it in 2 quarters.
  • Accel Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $219K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.