Capital Analysts LLC’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Capital Analysts LLC’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
2026 Q1	$52K	Hold	1,536	–	–	﹤0.01%	934
2025 Q4	$52K	Hold	1,536	–	–	﹤0.01%	908
2025 Q3	$52K	Hold	1,536	–	–	﹤0.01%	876
2025 Q2	$50K	Hold	1,536	–	–	﹤0.01%	810
2025 Q1	$49K	Hold	1,536	–	–	﹤0.01%	801
2024 Q4	$49K	Hold	1,536	–	–	﹤0.01%	756
2024 Q3	$49K	Buy	+1,536	New	+$48.1K	﹤0.01%	727

Other funds holding AUGM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

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

GEA

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

GFG

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

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

CCFM

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

Capital Analysts LLC's AUGM Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) position steady in Q1 2026 at 1,536 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Capital Analysts LLC first reported a position in AUGM in Q3 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold AUGM as of Q1 2026.

Capital Analysts LLC held 1,536 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $52K as of Q1 2026.
Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - August share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - August made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #934 holding.
Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.