Independent Financial Group’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Independent Financial Group’s Portfolio SAUG Stock Details SAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.54M	Sell	55,464 -3,585	-6%	-$97.3K	0.03%	531
2026 Q1	$1.52M	Hold	59,049	–	–	0.03%	480
2025 Q4	$1.51M	Hold	59,049	–	–	0.03%	475
2025 Q3	$1.48M	Sell	59,049 -38,853	-40%	-$943K	0.04%	478
2025 Q2	$2.29M	Sell	97,902 -37	-0%	-$835	0.06%	303
2025 Q1	$2.21M	Hold	97,939	–	–	0.08%	257
2024 Q4	$2.31M	Hold	97,939	–	–	0.08%	253
2024 Q3	$2.29M	Buy	97,939 +4,918	+5%	+$112K	0.08%	248
2024 Q2	$2.02M	Hold	93,021	–	–	0.08%	236
2024 Q1	$2.04M	Hold	93,021	–	–	0.09%	217
2023 Q4	$1.97M	Sell	93,021 -3,791	-4%	-$75.1K	0.11%	210
2023 Q3	$1.9M	Buy	+96,812	New	+$1.93M	0.12%	192

Other funds holding SAUG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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

KAS

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Independent Financial Group reduced its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) stake by 6.1% in Q2 2026, selling an estimated $97.3K and leaving 55,464 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #531.

Independent Financial Group first reported a position in SAUG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.31M in Q4 2024. 55 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Independent Financial Group held 55,464 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $1.54M as of Q2 2026.
Independent Financial Group sold 3,585 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2026, an estimated $97.3K.
FT Vest US Small Cap Moderate Buffer ETF August made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #531 holding.
Independent Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q3 2023 and has held it in 12 quarters since.
Independent Financial Group's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $2.31M in Q4 2024.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

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