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EPG Wealth Management’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

EPG Wealth Management’s Portfolio GAUG Stock Details GAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,565
Closed -$85.1K – 315
2024
Q1 		$84.5K Buy
+2,565
New +$82.7K 0.02% 287

Other funds holding GAUG

SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $147M AUM 18.9% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

EPG Wealth Management's GAUG Position: Q2 2024 in Review

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q2 2024, closing a stake of 2,565 shares — an estimated $85.1K sold.

EPG Wealth Management first reported a position in GAUG in Q1 2024 and held it in 1 quarter. The position peaked at $84.5K in Q1 2024. 51 funds tracked by Wall St. Rank hold GAUG as of Q2 2024.

  • EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF August position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 2,565 FT Vest US Equity Moderate Buffer ETF August shares in Q2 2024, an estimated $85.1K.
  • EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q1 2024 and held it in 1 quarter.
  • EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF August position peaked at $84.5K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.