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

BFI Wealth Solutions’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	$1.66M	Buy	59,668 +2,300	+4%	+$62.4K	1.23%	29
2026 Q1	$1.48M	Buy	57,368 +9,430	+20%	+$246K	1.42%	28
2025 Q4	$1.22M	Buy	+47,938	New	+$1.21M	1.17%	30

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BFI Wealth Solutions's SAUG Position: Q2 2026 in Review

BFI Wealth Solutions increased its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) stake by 4% in Q2 2026, buying an estimated $62.4K and bringing the position to 59,668 shares worth $1.66M. The position accounts for 1.23% of the portfolio, ranked #29.

BFI Wealth Solutions 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.

BFI Wealth Solutions held 59,668 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $1.66M as of Q2 2026.
BFI Wealth Solutions bought 2,300 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2026, an estimated $62.4K.
FT Vest US Small Cap Moderate Buffer ETF August made up 1.23% of BFI Wealth Solutions's portfolio in Q2 2026, its #29 holding.
BFI Wealth Solutions 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 BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.