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Cypress Wealth Services’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Cypress Wealth Services’s Portfolio DAUG Stock Details DAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,557
Closed -$571K – 243
2023
Q2 		$571K Hold
16,557
– – 0.15% 121
2023
Q1 		$532K Hold
16,557
– – 0.16% 115
2022
Q4 		$515K Hold
16,557
– – 0.17% 115
2022
Q3 		$500K Buy
+16,557
New +$530K 0.17% 113

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cypress Wealth Services's DAUG Position: Q3 2023 in Review

Cypress Wealth Services sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2023, closing a stake of 16,557 shares — an estimated $571K sold.

Cypress Wealth Services first reported a position in DAUG in Q3 2022 and held it in 4 quarters. The position peaked at $571K in Q2 2023. 89 funds tracked by Wall St. Rank hold DAUG as of Q3 2023.

  • Cypress Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q3 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 16,557 FT Vest US Equity Deep Buffer ETF August shares in Q3 2023, an estimated $571K.
  • Cypress Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2022 and held it in 4 quarters.
  • Cypress Wealth Services's FT Vest US Equity Deep Buffer ETF August position peaked at $571K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2023.

Based on Cypress Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.