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

Action Point Financial Planning’s Portfolio GAUG Stock Details GAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.3K	Buy	+2,010	New	+$81.8K	0.01%	665

Other funds holding GAUG

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q2 2026: 2,010 shares worth $83.3K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings.

102 funds tracked by Wall St. Rank hold GAUG as of Q2 2026.

Action Point Financial Planning held 2,010 shares of FT Vest US Equity Moderate Buffer ETF August worth $83.3K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF August was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF August made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #665 holding.
102 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2026.

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