Gries Financial’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Gries Financial’s Portfolio GAUG Stock Details GAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$29.4M	Buy	+760,258	New	+$28.7M	4.64%	3

Other funds holding GAUG

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

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

KAS

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Gries Financial's GAUG Position: Q3 2025 in Review

Gries Financial opened a new position in FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q3 2025: 760,258 shares worth $29.4M. The stake represents 4.64% of the portfolio and ranks #3 among its holdings.

97 funds tracked by Wall St. Rank hold GAUG as of Q3 2025.

Gries Financial held 760,258 shares of FT Vest US Equity Moderate Buffer ETF August worth $29.4M as of Q3 2025.
FT Vest US Equity Moderate Buffer ETF August was a new Gries Financial position in Q3 2025.
FT Vest US Equity Moderate Buffer ETF August made up 4.64% of Gries Financial's portfolio in Q3 2025, its #3 holding.
97 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.