Clear Creek Financial Management’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Clear Creek Financial Management’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 Q2	$488K	Sell	13,927 -700	-5%	-$24.3K	0.03%	422
2026 Q1	$495K	Sell	14,627 -2,395	-14%	-$81.7K	0.04%	392
2025 Q4	$579K	Buy	17,022 +1,865	+12%	+$63K	0.05%	344
2025 Q3	$510K	Sell	15,157 -5,850	-28%	-$195K	0.04%	364
2025 Q2	$691K	Sell	21,007 -21,235	-50%	-$680K	0.07%	295
2025 Q1	$1.34M	Buy	42,242 +5,250	+14%	+$168K	0.14%	154
2024 Q4	$1.18M	Buy	36,992 +19,460	+111%	+$618K	0.13%	162
2024 Q3	$554K	Buy	+17,532	New	+$549K	0.06%	250

Other funds holding AUGM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

KAS

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Clear Creek Financial Management's AUGM Position: Q2 2026 in Review

Clear Creek Financial Management reduced its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) stake by 4.8% in Q2 2026, selling an estimated $24.3K and leaving 13,927 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #422.

Clear Creek Financial Management first reported a position in AUGM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q1 2025. 40 funds tracked by Wall St. Rank hold AUGM as of Q2 2026.

Clear Creek Financial Management held 13,927 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $488K as of Q2 2026.
Clear Creek Financial Management sold 700 FT Vest U.S. Equity Max Buffer ETF - August shares in Q2 2026, an estimated $24.3K.
FT Vest U.S. Equity Max Buffer ETF - August made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #422 holding.
Clear Creek Financial Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $1.34M in Q1 2025.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.