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

Independent Financial Group’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
2026 Q2	$1.95M	Sell	47,072 -414	-0.9%	-$16.8K	0.04%	462
2026 Q1	$1.84M	Hold	47,486	–	–	0.04%	423
2025 Q4	$1.86M	Buy	47,486 +476	+1%	+$18.5K	0.04%	412
2025 Q3	$1.82M	Sell	47,010 -45,351	-49%	-$1.71M	0.04%	414
2025 Q2	$3.42M	Sell	92,361 -81,962	-47%	-$2.89M	0.09%	211
2025 Q1	$6.06M	Sell	174,323 -4,357	-2%	-$154K	0.21%	92
2024 Q4	$6.3M	Sell	178,680 -735	-0.4%	-$25.8K	0.21%	91
2024 Q3	$6.24M	Sell	179,415 -8,143	-4%	-$277K	0.23%	83
2024 Q2	$6.32M	Sell	187,558 -1,292	-0.7%	-$42.9K	0.25%	74
2024 Q1	$6.22M	Buy	188,850 +983	+0.5%	+$31.7K	0.29%	75
2023 Q4	$5.93M	Buy	187,867 +3,191	+2%	+$96.7K	0.32%	63
2023 Q3	$5.44M	Buy	+184,676	New	+$5.53M	0.35%	52

Other funds holding GAUG

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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

KAS

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

MAM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Independent Financial Group's GAUG Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 0.87% in Q2 2026, selling an estimated $16.8K and leaving 47,072 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #462.

Independent Financial Group first reported a position in GAUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.32M in Q2 2024. 102 funds tracked by Wall St. Rank hold GAUG as of Q2 2026.

Independent Financial Group held 47,072 shares of FT Vest US Equity Moderate Buffer ETF August worth $1.95M as of Q2 2026.
Independent Financial Group sold 414 FT Vest US Equity Moderate Buffer ETF August shares in Q2 2026, an estimated $16.8K.
FT Vest US Equity Moderate Buffer ETF August made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #462 holding.
Independent Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q3 2023 and has held it in 12 quarters since.
Independent Financial Group's FT Vest US Equity Moderate Buffer ETF August position peaked at $6.32M in Q2 2024.
102 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.