Avantax Advisory Services’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Avantax Advisory Services’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 Q2	–	Sell	-9,000	Closed	-$285K	–	2449
2025 Q1	$285K	Hold	9,000	–	–	﹤0.01%	1866
2024 Q4	$287K	Sell	9,000 -1,000	-10%	-$31.8K	﹤0.01%	1809
2024 Q3	$316K	Buy	+10,000	New	+$313K	﹤0.01%	1712

Other funds holding AUGM

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

KAS

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Avantax Advisory Services's AUGM Position: Q2 2025 in Review

Avantax Advisory Services sold out of FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q2 2025, closing a stake of 9,000 shares — an estimated $285K sold.

Avantax Advisory Services first reported a position in AUGM in Q3 2024 and held it in 3 quarters. The position peaked at $316K in Q3 2024. 32 funds tracked by Wall St. Rank hold AUGM as of Q2 2025.

Avantax Advisory Services reported no remaining FT Vest U.S. Equity Max Buffer ETF - August position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 9,000 FT Vest U.S. Equity Max Buffer ETF - August shares in Q2 2025, an estimated $285K.
Avantax Advisory Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and held it in 3 quarters.
Avantax Advisory Services's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $316K in Q3 2024.
32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.