Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Clear Creek Financial Management’s Portfolio DAUG Stock Details DAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,978	Closed	-$232K	–	547
2025 Q1	$232K	Sell	5,978 -1,714	-22%	-$68.2K	0.02%	463
2024 Q4	$305K	Buy	+7,692	New	+$304K	0.03%	371
2023 Q3	–	Sell	-95,340	Closed	-$3.24M	–	325
2023 Q2	$3.24M	Sell	95,340 -3,345	-3%	-$109K	0.56%	37
2023 Q1	$3.17M	Buy	98,685 +27,831	+39%	+$882K	0.6%	37
2022 Q4	$2.2M	Buy	70,854 +662	+0.9%	+$20.6K	0.48%	49
2022 Q3	$2.1M	Buy	70,192 +62	+0.1%	+$1.98K	0.46%	49
2022 Q2	$2.27M	Sell	70,130 -326	-0.5%	-$10.9K	0.47%	48
2022 Q1	$2.46M	Sell	70,456 -1,495	-2%	-$51.7K	0.39%	70
2021 Q4	$2.54M	Buy	+71,951	New	+$2.51M	0.38%	64
2020 Q2	–	Sell	-213,189	Closed	-$6.22M	–	252
2020 Q1	$6.22M	Buy	+213,189	New	+$6.38M	2.36%	11

Other funds holding DAUG

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Clear Creek Financial Management's DAUG Position: Q2 2025 in Review

Clear Creek Financial Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2025, closing a stake of 5,978 shares — an estimated $232K sold.

Clear Creek Financial Management first reported a position in DAUG in Q1 2020 and held it in 10 quarters. The position peaked at $6.22M in Q1 2020. 95 funds tracked by Wall St. Rank hold DAUG as of Q2 2025.

Clear Creek Financial Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 5,978 FT Vest US Equity Deep Buffer ETF August shares in Q2 2025, an estimated $232K.
Clear Creek Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2020 and held it in 10 quarters.
Clear Creek Financial Management's FT Vest US Equity Deep Buffer ETF August position peaked at $6.22M in Q1 2020.
95 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.