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Brookwood Investment Group’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Brookwood Investment Group’s Portfolio GAUG Stock Details GAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,255
Closed -$1.12M – 504
2025
Q2 		$1.12M Buy
30,255
+20,296
+204% +$715K 0.18% 112
2025
Q1 		$346K Buy
+9,959
New +$353K 0.06% 285

Other funds holding GAUG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brookwood Investment Group's GAUG Position: Q3 2025 in Review

Brookwood Investment Group sold out of FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q3 2025, closing a stake of 30,255 shares — an estimated $1.12M sold.

Brookwood Investment Group first reported a position in GAUG in Q1 2025 and held it in 2 quarters. The position peaked at $1.12M in Q2 2025. 97 funds tracked by Wall St. Rank hold GAUG as of Q3 2025.

  • Brookwood Investment Group reported no remaining FT Vest US Equity Moderate Buffer ETF August position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 30,255 FT Vest US Equity Moderate Buffer ETF August shares in Q3 2025, an estimated $1.12M.
  • Brookwood Investment Group first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's FT Vest US Equity Moderate Buffer ETF August position peaked at $1.12M in Q2 2025.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.