Axxcess Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Axxcess Wealth Management’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
2024 Q3	–	Sell	-5,358	Closed	-$203K	–	897
2024 Q2	$203K	Buy	+5,358	New	+$200K	0.01%	799
2023 Q4	–	Sell	-16,637	Closed	-$551K	–	860
2023 Q3	$551K	Buy	+16,637	New	+$565K	0.02%	447

Other funds holding DAUG

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 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 $392M AUM 21.9% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 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

Axxcess Wealth Management's DAUG Position: Q3 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2024, closing a stake of 5,358 shares — an estimated $203K sold.

Axxcess Wealth Management first reported a position in DAUG in Q3 2023 and held it in 2 quarters. The position peaked at $551K in Q3 2023. 97 funds tracked by Wall St. Rank hold DAUG as of Q3 2024.

Axxcess Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q3 2024 after selling out during the quarter.
Axxcess Wealth Management sold 5,358 FT Vest US Equity Deep Buffer ETF August shares in Q3 2024, an estimated $203K.
Axxcess Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2023 and held it in 2 quarters.
Axxcess Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $551K in Q3 2023.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.