Diligent Investors’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Diligent Investors’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	$226K	Hold	8,150	–	–	0.05%	328
2026 Q1	$210K	Hold	8,150	–	–	0.05%	335
2025 Q4	$208K	Hold	8,150	–	–	0.05%	325
2025 Q3	$204K	Buy	+8,150	New	+$198K	0.05%	320

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

Diligent Investors's SAUG Position: Q2 2026 in Review

Diligent Investors held its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) position steady in Q2 2026 at 8,150 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #328.

Diligent Investors first reported a position in SAUG in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Diligent Investors held 8,150 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $226K as of Q2 2026.
Diligent Investors 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 0.05% of Diligent Investors's portfolio in Q2 2026, its #328 holding.
Diligent Investors first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q3 2025 and has held it in 4 quarters since.
24 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.