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Insight Advisors’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Insight Advisors’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
2024
Q4 		– Sell
-6,880
Closed -$239K – 302
2024
Q3 		$239K Sell
6,880
-4,555
-40% -$155K 0.04% 262
2024
Q2 		$385K Sell
11,435
-3,603
-24% -$120K 0.07% 195
2024
Q1 		$496K Sell
15,038
-4,124
-22% -$133K 0.1% 164
2023
Q4 		$605K Buy
+19,162
New +$581K 0.13% 120

Other funds holding GAUG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Insight Advisors's GAUG Position: Q4 2024 in Review

Insight Advisors sold out of FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q4 2024, closing a stake of 6,880 shares — an estimated $239K sold.

Insight Advisors first reported a position in GAUG in Q4 2023 and held it in 4 quarters. The position peaked at $605K in Q4 2023. 80 funds tracked by Wall St. Rank hold GAUG as of Q4 2024.

  • Insight Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Insight Advisors sold 6,880 FT Vest US Equity Moderate Buffer ETF August shares in Q4 2024, an estimated $239K.
  • Insight Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q4 2023 and held it in 4 quarters.
  • Insight Advisors's FT Vest US Equity Moderate Buffer ETF August position peaked at $605K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q4 2024.

Based on Insight Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.