AWS
AUGM

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

Atria Wealth Solutions’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
2025
Q1 		– Sell
-12,518
Closed -$399K – 2115
2024
Q4 		$399K Hold
12,518
– – ﹤0.01% 1388
2024
Q3 		$395K Buy
+12,518
New +$392K ﹤0.01% 1355

Other funds holding AUGM

MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Atria Wealth Solutions's AUGM Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q1 2025, closing a stake of 12,518 shares — an estimated $399K sold.

Atria Wealth Solutions first reported a position in AUGM in Q3 2024 and held it in 2 quarters. The position peaked at $399K in Q4 2024. 32 funds tracked by Wall St. Rank hold AUGM as of Q1 2025.

  • Atria Wealth Solutions reported no remaining FT Vest U.S. Equity Max Buffer ETF - August position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,518 FT Vest U.S. Equity Max Buffer ETF - August shares in Q1 2025, an estimated $399K.
  • Atria Wealth Solutions first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $399K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.