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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
Q2 		$307K Hold
6,544
– – 0.18% 90
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 $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Evolution Wealth Management held its FT Vest US Equity Deep Buffer ETF August (DAUG) position steady in Q2 2026 at 6,544 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #90.

Evolution Wealth Management first reported a position in DAUG in Q2 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

  • Evolution Wealth Management held 6,544 shares of FT Vest US Equity Deep Buffer ETF August worth $307K as of Q2 2026.
  • Evolution Wealth Management left its FT Vest US Equity Deep Buffer ETF August share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF August made up 0.18% of Evolution Wealth Management's portfolio in Q2 2026, its #90 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 5 quarters since.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

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