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

Benson 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
2026 Q2	$87.9K	Hold	3,164	–	–	0.09%	86
2026 Q1	$81.5K	Hold	3,164	–	–	0.11%	79
2025 Q4	$80.7K	Buy	+3,164	New	+$79.9K	0.09%	78

Other funds holding SAUG

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Benson Wealth Management held its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) position steady in Q2 2026 at 3,164 shares worth $87.9K. The position accounts for 0.09% of the portfolio, ranked #86.

Benson Wealth Management first reported a position in SAUG in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Benson Wealth Management held 3,164 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $87.9K as of Q2 2026.
Benson Wealth Management left its FT Vest US Small Cap Moderate Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF August made up 0.09% of Benson Wealth Management's portfolio in Q2 2026, its #86 holding.
Benson Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2025 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

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