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CX Institutional’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

CX Institutional’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 		$78K Hold
2,824
– – ﹤0.01% 909
2026
Q1 		$73K Sell
2,824
-1,089
-28% -$28.4K ﹤0.01% 908
2025
Q4 		$100K Buy
+3,913
New +$98.8K ﹤0.01% 850

Other funds holding SAUG

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional's SAUG Position: Q2 2026 in Review

CX Institutional held its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) position steady in Q2 2026 at 2,824 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

CX Institutional first reported a position in SAUG in Q4 2025 and has held it in 3 quarters since. The position peaked at $100K in Q4 2025. 11 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

  • CX Institutional held 2,824 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $78K as of Q2 2026.
  • CX Institutional left its FT Vest US Small Cap Moderate Buffer ETF August share count unchanged in Q2 2026.
  • FT Vest US Small Cap Moderate Buffer ETF August made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #909 holding.
  • CX Institutional first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2025 and has held it in 3 quarters since.
  • CX Institutional's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $100K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.