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

Concurrent Investment 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 Q2	$1.19M	Sell	28,785 -226	-0.8%	-$9.19K	0.01%	926
2026 Q1	$1.12M	Buy	29,011 +20,030	+223%	+$788K	0.01%	831
2025 Q4	$353K	Hold	8,981	–	–	﹤0.01%	1304
2025 Q3	$347K	Buy	8,981 +806	+10%	+$30.5K	0.01%	1090
2025 Q2	$302K	Hold	8,175	–	–	0.01%	1063
2025 Q1	$284K	Hold	8,175	–	–	0.01%	955
2024 Q4	$288K	Hold	8,175	–	–	0.01%	845
2024 Q3	$284K	Buy	+8,175	New	+$278K	0.01%	801

Other funds holding GAUG

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

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

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

Concurrent Investment Advisors's GAUG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 0.78% in Q2 2026, selling an estimated $9.19K and leaving 28,785 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #926.

Concurrent Investment Advisors first reported a position in GAUG in Q3 2024 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold GAUG as of Q2 2026.

Concurrent Investment Advisors held 28,785 shares of FT Vest US Equity Moderate Buffer ETF August worth $1.19M as of Q2 2026.
Concurrent Investment Advisors sold 226 FT Vest US Equity Moderate Buffer ETF August shares in Q2 2026, an estimated $9.19K.
FT Vest US Equity Moderate Buffer ETF August made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #926 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q3 2024 and has held it in 8 quarters since.
103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.