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

DHJJ Financial Advisors’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	$181K	Sell	6,528 -200	-3%	-$5.43K	0.05%	226
2026 Q1	$173K	Sell	6,728 -110	-2%	-$2.86K	0.06%	218
2025 Q4	$174K	Hold	6,838	–	–	0.06%	202
2025 Q3	$171K	Buy	6,838 +1,716	+34%	+$41.7K	0.06%	192
2025 Q2	$120K	Sell	5,122 -55	-1%	-$1.24K	0.04%	223
2025 Q1	$117K	Hold	5,177	–	–	0.05%	204
2024 Q4	$122K	Hold	5,177	–	–	0.05%	199
2024 Q3	$121K	Buy	5,177 +260	+5%	+$5.91K	0.05%	196
2024 Q2	$107K	Sell	4,917 -93	-2%	-$2.01K	0.05%	194
2024 Q1	$110K	Buy	5,010 +545	+12%	+$11.6K	0.05%	193
2023 Q4	$94.7K	Buy	+4,465	New	+$88.5K	0.04%	202

Other funds holding SAUG

AFAS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DHJJ Financial Advisors's SAUG Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) stake by 3% in Q2 2026, selling an estimated $5.43K and leaving 6,528 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #226.

DHJJ Financial Advisors first reported a position in SAUG in Q4 2023 and has held it in 11 quarters since. 25 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

DHJJ Financial Advisors held 6,528 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $181K as of Q2 2026.
DHJJ Financial Advisors sold 200 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2026, an estimated $5.43K.
FT Vest US Small Cap Moderate Buffer ETF August made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #226 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2023 and has held it in 11 quarters since.
25 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.