AWM
DAUG icon

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

Accurate 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
2023
Q1 		– Sell
-200
Closed -$6.27K – 522
2022
Q4 		$6.27K Buy
+200
New +$6.22K ﹤0.01% 971

Other funds holding DAUG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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

Accurate Wealth Management's DAUG Position: Q1 2023 in Review

Accurate Wealth Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2023, closing a stake of 200 shares — an estimated $6.27K sold.

Accurate Wealth Management first reported a position in DAUG in Q4 2022 and held it in 1 quarter. The position peaked at $6.27K in Q4 2022. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2023.

  • Accurate Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 200 FT Vest US Equity Deep Buffer ETF August shares in Q1 2023, an estimated $6.27K.
  • Accurate Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $6.27K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.