Beacon Financial Advisory’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Beacon Financial Advisory’s Portfolio AUGM Stock Details AUGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$430K	Buy	+12,146	New	+$429K	0.08%	280

Other funds holding AUGM

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beacon Financial Advisory's AUGM Position: Q3 2026 in Review

Beacon Financial Advisory opened a new position in FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q3 2026: 12,146 shares worth $430K. The stake represents 0.08% of the portfolio and ranks #280 among its holdings.

25 funds tracked by Wall St. Rank hold AUGM as of Q3 2026.

Beacon Financial Advisory held 12,146 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $430K as of Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - August was a new Beacon Financial Advisory position in Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - August made up 0.08% of Beacon Financial Advisory's portfolio in Q3 2026, its #280 holding.
25 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.