AE Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

AE Wealth Management’s Portfolio AUGM Stock Details AUGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$444K	Sell	13,096 -60	-0.5%	-$2.05K	﹤0.01%	1171
2025 Q4	$448K	Buy	13,156 +5,999	+84%	+$203K	﹤0.01%	1113
2025 Q3	$241K	Buy	7,157 +5,891	+465%	+$196K	﹤0.01%	1304
2025 Q2	$41.6K	Sell	1,266 -11,335	-90%	-$363K	﹤0.01%	1634
2025 Q1	$399K	Sell	12,601 -4,016	-24%	-$128K	﹤0.01%	986
2024 Q4	$529K	Buy	16,617 +2,192	+15%	+$69.6K	﹤0.01%	894
2024 Q3	$456K	Buy	+14,425	New	+$452K	﹤0.01%	909

Other funds holding AUGM

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return