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Avantax Advisory Services’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-8,786
Closed -$305K – 2215
2024
Q3 		$305K Sell
8,786
-1,789
-17% -$60.9K ﹤0.01% 1734
2024
Q2 		$356K Sell
10,575
-550
-5% -$18.2K ﹤0.01% 1586
2024
Q1 		$367K Buy
11,125
+186
+2% +$6K ﹤0.01% 1190
2023
Q4 		$345K Buy
10,939
+49
+0.4% +$1.49K ﹤0.01% 1159
2023
Q3 		$321K Buy
+10,890
New +$326K ﹤0.01% 1161

Other funds holding GAUG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Avantax Advisory Services's GAUG Position: Q4 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q4 2024, closing a stake of 8,786 shares — an estimated $305K sold.

Avantax Advisory Services first reported a position in GAUG in Q3 2023 and held it in 5 quarters. The position peaked at $367K in Q1 2024. 80 funds tracked by Wall St. Rank hold GAUG as of Q4 2024.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,786 FT Vest US Equity Moderate Buffer ETF August shares in Q4 2024, an estimated $305K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q3 2023 and held it in 5 quarters.
  • Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF August position peaked at $367K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.