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Impact Partnership Wealth’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Impact Partnership Wealth’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
2024
Q1 		– Sell
-68
Closed -$2.41K – 742
2023
Q4 		$2.41K Buy
+68
New +$2.31K ﹤0.01% 670

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's DAUG Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2024, closing a stake of 68 shares — an estimated $2.41K sold.

Impact Partnership Wealth first reported a position in DAUG in Q4 2023 and held it in 1 quarter. The position peaked at $2.41K in Q4 2023. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 68 FT Vest US Equity Deep Buffer ETF August shares in Q1 2024, an estimated $2.41K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's FT Vest US Equity Deep Buffer ETF August position peaked at $2.41K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.