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Axxcess Wealth Management’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Axxcess Wealth Management’s Portfolio SAUG Stock Details SAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,163
Closed -$216K – 917
2023
Q4 		$216K Buy
+10,163
New +$201K 0.01% 757

Other funds holding SAUG

NA
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SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's SAUG Position: Q1 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q1 2024, closing a stake of 10,163 shares — an estimated $216K sold.

Axxcess Wealth Management first reported a position in SAUG in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 34 funds tracked by Wall St. Rank hold SAUG as of Q1 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,163 FT Vest US Small Cap Moderate Buffer ETF August shares in Q1 2024, an estimated $216K.
  • Axxcess Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $216K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.