Camelot Portfolios’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Camelot Portfolios’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 Q1	–	Sell	-2,656	Closed	-$67.7K	–	463
2025 Q4	$67.7K	Buy	+2,656	New	+$67.1K	0.04%	291

Other funds holding SAUG

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

KAS

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

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

AFAS

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

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

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

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

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

IFG

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

Camelot Portfolios's SAUG Position: Q1 2026 in Review

Camelot Portfolios sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q1 2026, closing a stake of 2,656 shares — an estimated $67.7K sold.

Camelot Portfolios first reported a position in SAUG in Q4 2025 and held it in 1 quarter. The position peaked at $67.7K in Q4 2025. 55 funds tracked by Wall St. Rank hold SAUG as of Q1 2026.

Camelot Portfolios reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 2,656 FT Vest US Small Cap Moderate Buffer ETF August shares in Q1 2026, an estimated $67.7K.
Camelot Portfolios first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2025 and held it in 1 quarter.
Camelot Portfolios's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $67.7K in Q4 2025.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.