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Capital Investment Advisory Services’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Capital Investment Advisory Services’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
2024
Q4 		– Sell
-1,667
Closed -$39K – 993
2024
Q3 		$39K Hold
1,667
– – ﹤0.01% 719
2024
Q2 		$36.3K Sell
1,667
-200
-11% -$4.32K ﹤0.01% 701
2024
Q1 		$40.9K Buy
1,867
+956
+105% +$20.3K ﹤0.01% 679
2023
Q4 		$19.3K Buy
+911
New +$18K ﹤0.01% 773

Other funds holding SAUG

NA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Capital Investment Advisory Services's SAUG Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q4 2024, closing a stake of 1,667 shares — an estimated $39K sold.

Capital Investment Advisory Services first reported a position in SAUG in Q4 2023 and held it in 4 quarters. The position peaked at $40.9K in Q1 2024. 48 funds tracked by Wall St. Rank hold SAUG as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,667 FT Vest US Small Cap Moderate Buffer ETF August shares in Q4 2024, an estimated $39K.
  • Capital Investment Advisory Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2023 and held it in 4 quarters.
  • Capital Investment Advisory Services's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $40.9K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.