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Holistic Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Holistic Planning’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
2025
Q1 		– Sell
-8,093
Closed -$277K – 196
2024
Q4 		$277K Hold
8,093
– – 0.1% 138
2024
Q3 		$273K Buy
+8,093
New +$268K 0.12% 124

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Holistic Planning's XAUG Position: Q1 2025 in Review

Holistic Planning sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q1 2025, closing a stake of 8,093 shares — an estimated $277K sold.

Holistic Planning first reported a position in XAUG in Q3 2024 and held it in 2 quarters. The position peaked at $277K in Q4 2024. 29 funds tracked by Wall St. Rank hold XAUG as of Q1 2025.

  • Holistic Planning reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q1 2025 after selling out during the quarter.
  • Holistic Planning sold 8,093 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q1 2025, an estimated $277K.
  • Holistic Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q3 2024 and held it in 2 quarters.
  • Holistic Planning's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $277K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q1 2025.

Based on Holistic Planning's 13F filing for Q1 2025, filed 24 Apr 2025.