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Atria Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-8,529
Closed -$291K – 2088
2025
Q1 		$291K Buy
+8,529
New +$293K ﹤0.01% 1633

Other funds holding XAUG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

Atria Investments's XAUG Position: Q2 2025 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q2 2025, closing a stake of 8,529 shares — an estimated $291K sold.

Atria Investments first reported a position in XAUG in Q1 2025 and held it in 1 quarter. The position peaked at $291K in Q1 2025. 31 funds tracked by Wall St. Rank hold XAUG as of Q2 2025.

  • Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 8,529 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q2 2025, an estimated $291K.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q1 2025 and held it in 1 quarter.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $291K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.