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Foundations Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Foundations Investment Advisors’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267K Sell
7,180
-1,008
-12% -$37.8K ﹤0.01% 961
2025
Q4 		$307K Sell
8,188
-135
-2% -$4.99K ﹤0.01% 883
2025
Q3 		$306K Sell
8,323
-110
-1% -$3.98K ﹤0.01% 844
2025
Q2 		$301K Hold
8,433
– – ﹤0.01% 740
2025
Q1 		$288K Hold
8,433
– – 0.01% 721
2024
Q4 		$288K Sell
8,433
-294
-3% -$10K 0.01% 668
2024
Q3 		$294K Hold
8,727
– – 0.01% 635
2024
Q2 		$287K Hold
8,727
– – 0.01% 618
2024
Q1 		$282K Hold
8,727
– – 0.01% 595
2023
Q4 		$277K Buy
+8,727
New +$265K 0.01% 570

Other funds holding XAUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Foundations Investment Advisors's XAUG Position: Q1 2026 in Review

Foundations Investment Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) stake by 12% in Q1 2026, selling an estimated $37.8K and leaving 7,180 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Foundations Investment Advisors first reported a position in XAUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $307K in Q4 2025. 39 funds tracked by Wall St. Rank hold XAUG as of Q1 2026.

  • Foundations Investment Advisors held 7,180 shares of FT Vest US Equity Enhance & Moderate Buffer ETF August worth $267K as of Q1 2026.
  • Foundations Investment Advisors sold 1,008 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q1 2026, an estimated $37.8K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF August made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #961 holding.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q4 2023 and has held it in 10 quarters since.
  • Foundations Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $307K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.