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AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

AE Wealth Management’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-470,998
Closed -$14M – 2200
2023
Q3 		$14M Buy
+470,998
New +$14.1M 0.08% 291

Other funds holding XAUG

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AE Wealth Management's XAUG Position: Q4 2023 in Review

AE Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q4 2023, closing a stake of 470,998 shares — an estimated $14M sold.

AE Wealth Management first reported a position in XAUG in Q3 2023 and held it in 1 quarter. The position peaked at $14M in Q3 2023. 24 funds tracked by Wall St. Rank hold XAUG as of Q4 2023.

  • AE Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 470,998 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q4 2023, an estimated $14M.
  • AE Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q3 2023 and held it in 1 quarter.
  • AE Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $14M in Q3 2023.
  • 24 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.