Avantax Advisory Services’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Avantax Advisory Services’s Portfolio DAUG Stock Details DAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Buy	+7,636	New	+$301K	﹤0.01%	1862
2025 Q1	–	Sell	-6,546	Closed	-$260K	–	2246
2024 Q4	$260K	Sell	6,546 -190	-3%	-$7.52K	﹤0.01%	1883
2024 Q3	$264K	Buy	+6,736	New	+$258K	﹤0.01%	1847
2024 Q2	–	Sell	-9,878	Closed	-$365K	–	2088
2024 Q1	$365K	Sell	9,878 -10,027	-50%	-$363K	﹤0.01%	1193
2023 Q4	$705K	Sell	19,905 -4,564	-19%	-$155K	0.01%	849
2023 Q3	$810K	Sell	24,469 -4,859	-17%	-$165K	0.01%	759
2023 Q2	$998K	Buy	29,328 +4,166	+17%	+$136K	0.01%	677
2023 Q1	$808K	Buy	25,162 +8,317	+49%	+$263K	0.01%	735
2022 Q4	$524K	Buy	16,845 +8,728	+108%	+$271K	0.01%	843
2022 Q3	$243K	Buy	+8,117	New	+$260K	﹤0.01%	1106

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

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

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Avantax Advisory Services opened a new position in FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2025: 7,636 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #1862 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in DAUG as recently as Q4 2024.

Avantax Advisory Services first reported a position in DAUG in Q3 2022 and has held it in 10 quarters since. The position peaked at $998K in Q2 2023. 95 funds tracked by Wall St. Rank hold DAUG as of Q2 2025.

Avantax Advisory Services held 7,636 shares of FT Vest US Equity Deep Buffer ETF August worth $318K as of Q2 2025.
FT Vest US Equity Deep Buffer ETF August was a new Avantax Advisory Services position in Q2 2025.
FT Vest US Equity Deep Buffer ETF August made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1862 holding.
Avantax Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2022 and has held it in 10 quarters since.
Avantax Advisory Services's FT Vest US Equity Deep Buffer ETF August position peaked at $998K in Q2 2023.
95 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2025.

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