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

Clearstead 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
2026
Q1 		$102K Hold
2,645
– – ﹤0.01% 1132
2025
Q4 		$104K Hold
2,645
– – ﹤0.01% 1122
2025
Q3 		$102K Buy
+2,645
New +$100K ﹤0.01% 1050

Other funds holding GAUG

AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Clearstead Advisors's GAUG Position: Q1 2026 in Review

Clearstead Advisors held its FT Vest US Equity Moderate Buffer ETF August (GAUG) position steady in Q1 2026 at 2,645 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Clearstead Advisors first reported a position in GAUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $104K in Q4 2025. 104 funds tracked by Wall St. Rank hold GAUG as of Q1 2026.

  • Clearstead Advisors held 2,645 shares of FT Vest US Equity Moderate Buffer ETF August worth $102K as of Q1 2026.
  • Clearstead Advisors left its FT Vest US Equity Moderate Buffer ETF August share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF August made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1132 holding.
  • Clearstead Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's FT Vest US Equity Moderate Buffer ETF August position peaked at $104K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.