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Evolution Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Evolution Wealth Management’s Portfolio DAUG Stock Details DAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Sell
6,544
-188
-3% -$8.34K 0.21% 82
2025
Q4 		$299K Sell
6,732
-66
-1% -$2.9K 0.25% 77
2025
Q3 		$297K Buy
6,798
+5,245
+338% +$224K 0.3% 69
2025
Q2 		$64.7K Buy
+1,553
New +$61.3K 0.08% 153

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Evolution Wealth Management's DAUG Position: Q1 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 2.8% in Q1 2026, selling an estimated $8.34K and leaving 6,544 shares worth $285K. The position accounts for 0.21% of the portfolio, ranked #82.

Evolution Wealth Management first reported a position in DAUG in Q2 2025 and has held it in 4 quarters since. The position peaked at $299K in Q4 2025. 112 funds tracked by Wall St. Rank hold DAUG as of Q1 2026.

  • Evolution Wealth Management held 6,544 shares of FT Vest US Equity Deep Buffer ETF August worth $285K as of Q1 2026.
  • Evolution Wealth Management sold 188 FT Vest US Equity Deep Buffer ETF August shares in Q1 2026, an estimated $8.34K.
  • FT Vest US Equity Deep Buffer ETF August made up 0.21% of Evolution Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $299K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.