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Global Retirement Partners’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Global Retirement Partners’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
2025
Q4 		$6.43K Hold
145
– – ﹤0.01% 3343
2025
Q3 		$6.33K Buy
+145
New +$6.19K ﹤0.01% 2878

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $448M AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Global Retirement Partners's DAUG Position: Q4 2025 in Review

Global Retirement Partners held its FT Vest US Equity Deep Buffer ETF August (DAUG) position steady in Q4 2025 at 145 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Global Retirement Partners first reported a position in DAUG in Q3 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold DAUG as of Q4 2025.

  • Global Retirement Partners held 145 shares of FT Vest US Equity Deep Buffer ETF August worth $6.43K as of Q4 2025.
  • Global Retirement Partners left its FT Vest US Equity Deep Buffer ETF August share count unchanged in Q4 2025.
  • FT Vest US Equity Deep Buffer ETF August made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3343 holding.
  • Global Retirement Partners first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.