CA
GAUG icon

Cetera Advisors’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Cetera Advisors’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
2024
Q1 		$739K Buy
22,421
+6,632
+42% +$214K 0.01% 1329
2023
Q4 		$498K Buy
15,789
+3,165
+25% +$95.9K 0.01% 1130
2023
Q3 		$372K Buy
+12,624
New +$378K 0.01% 1214

Other funds holding GAUG

SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors's GAUG Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 42% in Q1 2024, buying an estimated $214K and bringing the position to 22,421 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #1329.

Cetera Advisors first reported a position in GAUG in Q3 2023 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold GAUG as of Q1 2024.

  • Cetera Advisors held 22,421 shares of FT Vest US Equity Moderate Buffer ETF August worth $739K as of Q1 2024.
  • Cetera Advisors bought 6,632 FT Vest US Equity Moderate Buffer ETF August shares in Q1 2024, an estimated $214K.
  • FT Vest US Equity Moderate Buffer ETF August made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1329 holding.
  • Cetera Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q3 2023 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.