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

Evolution Wealth 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	$131K	Hold	3,748	–	–	0.08%	167
2026 Q1	$127K	Hold	3,748	–	–	0.09%	153
2025 Q4	$128K	Hold	3,748	–	–	0.11%	146
2025 Q3	$126K	Buy	+3,748	New	+$125K	0.13%	124

Other funds holding AUGM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 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

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

CCFM

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

Evolution Wealth Management's AUGM Position: Q2 2026 in Review

Evolution Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) position steady in Q2 2026 at 3,748 shares worth $131K. The position accounts for 0.08% of the portfolio, ranked #167.

Evolution Wealth Management first reported a position in AUGM in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold AUGM as of Q2 2026.

Evolution Wealth Management held 3,748 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $131K as of Q2 2026.
Evolution Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - August share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - August made up 0.08% of Evolution Wealth Management's portfolio in Q2 2026, its #167 holding.
Evolution Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.