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Atria Wealth Solutions’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Atria Wealth Solutions’s Portfolio SAUG Stock Details SAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,859
Closed -$290K – 1841
2025
Q1 		$290K Sell
12,859
-9,550
-43% -$224K ﹤0.01% 1484
2024
Q4 		$528K Buy
22,409
+2,917
+15% +$69.3K 0.01% 1255
2024
Q3 		$455K Sell
19,492
-1,001
-5% -$22.8K ﹤0.01% 1287
2024
Q2 		$446K Buy
20,493
+1,966
+11% +$42.4K ﹤0.01% 1299
2024
Q1 		$406K Buy
18,527
+5,559
+43% +$118K ﹤0.01% 1359
2023
Q4 		$275K Buy
+12,968
New +$257K ﹤0.01% 1558

Other funds holding SAUG

HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Atria Wealth Solutions sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q2 2025, closing a stake of 12,859 shares — an estimated $290K sold.

Atria Wealth Solutions first reported a position in SAUG in Q4 2023 and held it in 6 quarters. The position peaked at $528K in Q4 2024. 41 funds tracked by Wall St. Rank hold SAUG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,859 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2025, an estimated $290K.
  • Atria Wealth Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $528K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2025.

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