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Avior Wealth Management’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History

Avior Wealth Management’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-473
Closed -$17.3K – 1598
2023
Q1 		$17.3K Buy
+473
New +$16.9K ﹤0.01% 972

Other funds holding FAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Avior Wealth Management's FAUG Position: Q2 2023 in Review

Avior Wealth Management sold out of FT Vest US Equity Buffer ETF August (FAUG) in Q2 2023, closing a stake of 473 shares — an estimated $17.3K sold.

Avior Wealth Management first reported a position in FAUG in Q1 2023 and held it in 1 quarter. The position peaked at $17.3K in Q1 2023. 114 funds tracked by Wall St. Rank hold FAUG as of Q2 2023.

  • Avior Wealth Management reported no remaining FT Vest US Equity Buffer ETF August position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 473 FT Vest US Equity Buffer ETF August shares in Q2 2023, an estimated $17.3K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Buffer ETF August in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's FT Vest US Equity Buffer ETF August position peaked at $17.3K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.