Commonwealth Equity Services’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Commonwealth Equity Services’s Portfolio SAUG Stock Details SAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Sell	55,773 -10,184	-15%	-$277K	﹤0.01%	2357
2026 Q1	$1.7M	Sell	65,957 -3,132	-5%	-$81.5K	﹤0.01%	2152
2025 Q4	$1.76M	Sell	69,089 -5,491	-7%	-$139K	﹤0.01%	2093
2025 Q3	$1.87M	Sell	74,580 -2,305	-3%	-$56K	﹤0.01%	2055
2025 Q2	$1.8M	Buy	76,885 +21,834	+40%	+$493K	﹤0.01%	2062
2025 Q1	$1.24M	Sell	55,051 -2,823	-5%	-$66.2K	﹤0.01%	2296
2024 Q4	$1.36M	Sell	57,874 -4,696	-8%	-$112K	﹤0.01%	2161
2024 Q3	$1.46M	Buy	62,570 +28,180	+82%	+$641K	﹤0.01%	2044
2024 Q2	$748K	Buy	34,390 +3,027	+10%	+$65.3K	﹤0.01%	2498
2024 Q1	$687K	Hold	31,363	–	–	﹤0.01%	2543
2023 Q4	$666K	Buy	+31,363	New	+$621K	﹤0.01%	2473

Other funds holding SAUG

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

KAS

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Commonwealth Equity Services's SAUG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) stake by 15% in Q2 2026, selling an estimated $277K and leaving 55,773 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Commonwealth Equity Services first reported a position in SAUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.87M in Q3 2025. 25 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Commonwealth Equity Services held 55,773 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $1.55M as of Q2 2026.
Commonwealth Equity Services sold 10,184 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2026, an estimated $277K.
FT Vest US Small Cap Moderate Buffer ETF August made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2357 holding.
Commonwealth Equity Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $1.87M in Q3 2025.
25 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.