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 Q3	$77K	Hold	2,824	–	–	﹤0.01%	932
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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's SAUG Position: Q3 2026 in Review

CX Institutional held its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) position steady in Q3 2026 at 2,824 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

CX Institutional first reported a position in SAUG in Q4 2025 and has held it in 4 quarters since. The position peaked at $100K in Q4 2025. 8 funds tracked by Wall St. Rank hold SAUG as of Q3 2026.

CX Institutional held 2,824 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $77K as of Q3 2026.
CX Institutional left its FT Vest US Small Cap Moderate Buffer ETF August share count unchanged in Q3 2026.
FT Vest US Small Cap Moderate Buffer ETF August made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #932 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 4 quarters since.
CX Institutional's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $100K in Q4 2025.
8 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.