DHJJ Financial Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

DHJJ Financial Advisors’s Portfolio XAUG Stock Details XAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46K	Hold	1,176	–	–	0.01%	425
2026 Q1	$43.7K	Sell	1,176 -155	-12%	-$5.81K	0.01%	429
2025 Q4	$49.8K	Hold	1,331	–	–	0.02%	384
2025 Q3	$48.9K	Buy	1,331 +1,016	+323%	+$36.8K	0.02%	369
2025 Q2	$11.3K	Hold	315	–	–	﹤0.01%	537
2025 Q1	$10.7K	Hold	315	–	–	﹤0.01%	499
2024 Q4	$10.8K	Hold	315	–	–	﹤0.01%	490
2024 Q3	$10.6K	Hold	315	–	–	﹤0.01%	491
2024 Q2	$10.4K	Hold	315	–	–	﹤0.01%	453
2024 Q1	$10.2K	Hold	315	–	–	﹤0.01%	447
2023 Q4	$9.88K	Buy	+315	New	+$9.56K	﹤0.01%	443

Other funds holding XAUG

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

DHJJ Financial Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) position steady in Q2 2026 at 1,176 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #425.

DHJJ Financial Advisors first reported a position in XAUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.8K in Q4 2025. 11 funds tracked by Wall St. Rank hold XAUG as of Q2 2026.

DHJJ Financial Advisors held 1,176 shares of FT Vest US Equity Enhance & Moderate Buffer ETF August worth $46K as of Q2 2026.
DHJJ Financial Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF August made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #425 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q4 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $49.8K in Q4 2025.
11 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q2 2026.

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