Action Point Financial Planning’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$888K	Buy	+31,979	New	+$868K	0.09%	178

Other funds holding SAUG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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

KAS

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q2 2026: 31,979 shares worth $888K. The stake represents 0.09% of the portfolio and ranks #178 among its holdings.

55 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Action Point Financial Planning held 31,979 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $888K as of Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF August was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF August made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #178 holding.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

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