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Action Point Financial Planning’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Action Point Financial Planning’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
Q2 		$121K Buy
+2,590
New +$119K 0.01% 547

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Action Point Financial Planning's DAUG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2026: 2,590 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings.

116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

  • Action Point Financial Planning held 2,590 shares of FT Vest US Equity Deep Buffer ETF August worth $121K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF August was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF August made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #547 holding.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.