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Clear Point Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Clear Point Advisors’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-375
Closed -$12.7K – 536
2024
Q3 		$12.7K Hold
375
– – 0.01% 314
2024
Q2 		$12.3K Sell
375
-3,122
-89% -$102K 0.01% 308
2024
Q1 		$113K Hold
3,497
– – 0.09% 142
2023
Q4 		$110K Buy
+3,497
New +$106K 0.1% 138

Other funds holding XAUG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Point Advisors's XAUG Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q4 2024, closing a stake of 375 shares — an estimated $12.7K sold.

Clear Point Advisors first reported a position in XAUG in Q4 2023 and held it in 4 quarters. The position peaked at $113K in Q1 2024. 31 funds tracked by Wall St. Rank hold XAUG as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 375 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q4 2024, an estimated $12.7K.
  • Clear Point Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $113K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.