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

Atria Wealth Solutions’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
2024 Q1	–	Sell	-6,816	Closed	-$214K	–	2071
2023 Q4	$214K	Buy	+6,816	New	+$207K	﹤0.01%	1734

Other funds holding XAUG

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return