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B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

B. Riley Wealth Advisors’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 		$251K Hold
7,106
– – 0.01% 944
2024
Q3 		$246K Buy
7,106
+733
+12% +$24.9K 0.01% 1050
2024
Q2 		$215K Buy
+6,373
New +$211K 0.01% 1203

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

B. Riley Wealth Advisors's GAUG Position: Q4 2024 in Review

B. Riley Wealth Advisors held its FT Vest US Equity Moderate Buffer ETF August (GAUG) position steady in Q4 2024 at 7,106 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #944.

B. Riley Wealth Advisors first reported a position in GAUG in Q2 2024 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold GAUG as of Q4 2024.

  • B. Riley Wealth Advisors held 7,106 shares of FT Vest US Equity Moderate Buffer ETF August worth $251K as of Q4 2024.
  • B. Riley Wealth Advisors left its FT Vest US Equity Moderate Buffer ETF August share count unchanged in Q4 2024.
  • FT Vest US Equity Moderate Buffer ETF August made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #944 holding.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q2 2024 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.