Creative Financial Designs’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Creative Financial Designs’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	$85.1K	Sell	3,064 -2,954	-49%	-$80.2K	﹤0.01%	849
2026 Q1	$155K	Sell	6,018 -59	-1%	-$1.54K	0.01%	578
2025 Q4	$155K	Sell	6,077 -93	-2%	-$2.35K	0.01%	540
2025 Q3	$154K	Buy	6,170 +57	+0.9%	+$1.38K	0.01%	533
2025 Q2	$143K	Buy	6,113 +521	+9%	+$11.8K	0.01%	583
2025 Q1	$126K	Sell	5,592 -23	-0.4%	-$539	0.01%	553
2024 Q4	$132K	Buy	5,615 +1,044	+23%	+$24.8K	0.01%	538
2024 Q3	$107K	Buy	+4,571	New	+$104K	0.01%	586

Other funds holding SAUG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFAS

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

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

KAS

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

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

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

IFG

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

Creative Financial Designs's SAUG Position: Q2 2026 in Review

Creative Financial Designs reduced its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) stake by 49% in Q2 2026, selling an estimated $80.2K and leaving 3,064 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Creative Financial Designs first reported a position in SAUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $155K in Q4 2025. 55 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Creative Financial Designs held 3,064 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $85.1K as of Q2 2026.
Creative Financial Designs sold 2,954 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2026, an estimated $80.2K.
FT Vest US Small Cap Moderate Buffer ETF August made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #849 holding.
Creative Financial Designs first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $155K in Q4 2025.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.