Envestnet Asset Management’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Envestnet Asset Management’s Portfolio AUGM Stock Details AUGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Sell	7,115 -4,545	-39%	-$158K	﹤0.01%	4535
2026 Q1	$395K	Buy	11,660 +2,147	+23%	+$73.2K	﹤0.01%	4098
2025 Q4	$324K	Sell	9,513 -110	-1%	-$3.72K	﹤0.01%	3981
2025 Q3	$324K	Sell	9,623 -273	-3%	-$9.09K	﹤0.01%	4027
2025 Q2	$325K	Hold	9,896	–	–	﹤0.01%	3974
2025 Q1	$314K	Sell	9,896 -581	-6%	-$18.6K	﹤0.01%	3898
2024 Q4	$334K	Buy	+10,477	New	+$333K	﹤0.01%	3841

Other funds holding AUGM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Envestnet Asset Management's AUGM Position: Q2 2026 in Review

Envestnet Asset Management reduced its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) stake by 39% in Q2 2026, selling an estimated $158K and leaving 7,115 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #4535.

Envestnet Asset Management first reported a position in AUGM in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q1 2026. 23 funds tracked by Wall St. Rank hold AUGM as of Q2 2026.

Envestnet Asset Management held 7,115 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $249K as of Q2 2026.
Envestnet Asset Management sold 4,545 FT Vest U.S. Equity Max Buffer ETF - August shares in Q2 2026, an estimated $158K.
FT Vest U.S. Equity Max Buffer ETF - August made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4535 holding.
Envestnet Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q4 2024 and has held it in 7 quarters since.
Envestnet Asset Management's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $395K in Q1 2026.
23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.