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 Q2	$450K	Sell	12,836 -260	-2%	-$9.03K	﹤0.01%	1273
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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

KAS

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

AE Wealth Management's AUGM Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) stake by 2% in Q2 2026, selling an estimated $9.03K and leaving 12,836 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

AE Wealth Management first reported a position in AUGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $529K in Q4 2024. 40 funds tracked by Wall St. Rank hold AUGM as of Q2 2026.

AE Wealth Management held 12,836 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $450K as of Q2 2026.
AE Wealth Management sold 260 FT Vest U.S. Equity Max Buffer ETF - August shares in Q2 2026, an estimated $9.03K.
FT Vest U.S. Equity Max Buffer ETF - August made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1273 holding.
AE Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and has held it in 8 quarters since.
AE Wealth Management's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $529K in Q4 2024.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.