Foundations Investment Advisors’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Foundations Investment Advisors’s Portfolio SAUG Stock Details SAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$515K	Hold	18,549	–	–	0.01%	767
2026 Q1	$478K	Sell	18,549 -170	-0.9%	-$4.43K	0.01%	733
2025 Q4	$478K	Buy	18,719 +170	+0.9%	+$4.29K	0.01%	728
2025 Q3	$464K	Hold	18,549	–	–	0.01%	676
2025 Q2	$434K	Hold	18,549	–	–	0.01%	630
2025 Q1	$418K	Sell	18,549 -1,137	-6%	-$26.7K	0.01%	623
2024 Q4	$464K	Buy	19,686 +721	+4%	+$17.1K	0.01%	553
2024 Q3	$443K	Buy	+18,965	New	+$431K	0.01%	544

Other funds holding SAUG

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

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

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

KAS

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Foundations Investment Advisors's SAUG Position: Q2 2026 in Review

Foundations Investment Advisors held its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) position steady in Q2 2026 at 18,549 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #767.

Foundations Investment Advisors first reported a position in SAUG in Q3 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Foundations Investment Advisors held 18,549 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $515K as of Q2 2026.
Foundations Investment Advisors left its FT Vest US Small Cap Moderate Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF August made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #767 holding.
Foundations Investment Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q3 2024 and has held it in 8 quarters since.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.