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Atria Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Atria Wealth Solutions’s Portfolio GAUG Stock Details GAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,327
Closed -$220K – 1631
2025
Q1 		$220K Hold
6,327
– – ﹤0.01% 1665
2024
Q4 		$223K Hold
6,327
– – ﹤0.01% 1754
2024
Q3 		$220K Buy
+6,327
New +$215K ﹤0.01% 1725

Other funds holding GAUG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Atria Wealth Solutions's GAUG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q2 2025, closing a stake of 6,327 shares — an estimated $220K sold.

Atria Wealth Solutions first reported a position in GAUG in Q3 2024 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 77 funds tracked by Wall St. Rank hold GAUG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining FT Vest US Equity Moderate Buffer ETF August position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,327 FT Vest US Equity Moderate Buffer ETF August shares in Q2 2025, an estimated $220K.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's FT Vest US Equity Moderate Buffer ETF August position peaked at $223K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.