Brass Tax Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Brass Tax Wealth Management’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
2025 Q3	$381K	Buy	11,314 +2,680	+31%	+$89.2K	0.06%	151
2025 Q2	$284K	Hold	8,634	–	–	0.05%	169
2025 Q1	$274K	Hold	8,634	–	–	0.06%	167
2024 Q4	$275K	Hold	8,634	–	–	0.06%	159
2024 Q3	$273K	Buy	+8,634	New	+$271K	0.06%	160

Other funds holding AUGM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Brass Tax Wealth Management's AUGM Position: Q3 2025 in Review

Brass Tax Wealth Management increased its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) stake by 31% in Q3 2025, buying an estimated $89.2K and bringing the position to 11,314 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #151.

Brass Tax Wealth Management first reported a position in AUGM in Q3 2024 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold AUGM as of Q3 2025.

Brass Tax Wealth Management held 11,314 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $381K as of Q3 2025.
Brass Tax Wealth Management bought 2,680 FT Vest U.S. Equity Max Buffer ETF - August shares in Q3 2025, an estimated $89.2K.
FT Vest U.S. Equity Max Buffer ETF - August made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #151 holding.
Brass Tax Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.