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

Benson 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
2026 Q2	$159K	Hold	3,397	–	–	0.16%	60
2026 Q1	$148K	Hold	3,397	–	–	0.2%	57
2025 Q4	$151K	Buy	+3,397	New	+$149K	0.17%	52

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Benson Wealth Management's DAUG Position: Q2 2026 in Review

Benson Wealth Management held its FT Vest US Equity Deep Buffer ETF August (DAUG) position steady in Q2 2026 at 3,397 shares worth $159K. The position accounts for 0.16% of the portfolio, ranked #60.

Benson Wealth Management first reported a position in DAUG in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

Benson Wealth Management held 3,397 shares of FT Vest US Equity Deep Buffer ETF August worth $159K as of Q2 2026.
Benson Wealth Management left its FT Vest US Equity Deep Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF August made up 0.16% of Benson Wealth Management's portfolio in Q2 2026, its #60 holding.
Benson Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2025 and has held it in 3 quarters since.
116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.