Integrated Advisors Network’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Integrated Advisors Network’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 Q3	–	Sell	-17,656	Closed	-$668K	–	715
2024 Q2	$668K	Hold	17,656	–	–	0.03%	381
2024 Q1	$653K	Sell	17,656 -803	-4%	-$29.1K	0.03%	399
2023 Q4	$654K	Sell	18,459 -1,757	-9%	-$59.6K	0.04%	368
2023 Q3	$669K	Sell	20,216 -468	-2%	-$15.9K	0.04%	354
2023 Q2	$704K	Sell	20,684 -4,282	-17%	-$139K	0.04%	357
2023 Q1	$802K	Sell	24,966 -1,371	-5%	-$43.4K	0.05%	322
2022 Q4	$820K	Sell	26,337 -417	-2%	-$13K	0.05%	331
2022 Q3	$802K	Sell	26,754 -97	-0.4%	-$3.1K	0.05%	312
2022 Q2	$868K	Sell	26,851 -118	-0.4%	-$3.93K	0.06%	303
2022 Q1	$942K	Sell	26,969 -255	-0.9%	-$8.81K	0.06%	317
2021 Q4	$962K	Sell	27,224 -200	-0.7%	-$6.98K	0.06%	294
2021 Q3	$935K	Buy	27,424 +1,336	+5%	+$46K	0.06%	270
2021 Q2	$897K	Hold	26,088	–	–	0.07%	236
2021 Q1	$881K	Hold	26,088	–	–	0.08%	222
2020 Q4	$864K	Sell	26,088 -9,225	-26%	-$300K	0.09%	212
2020 Q3	$1.12M	Sell	35,313 -3,129	-8%	-$98.6K	0.14%	161
2020 Q2	$1.17M	Buy	+38,442	New	+$1.14M	0.14%	172

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return

Integrated Advisors Network's DAUG Position: Q3 2024 in Review

Integrated Advisors Network sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2024, closing a stake of 17,656 shares — an estimated $668K sold.

Integrated Advisors Network first reported a position in DAUG in Q2 2020 and held it in 17 quarters. The position peaked at $1.17M in Q2 2020. 97 funds tracked by Wall St. Rank hold DAUG as of Q3 2024.

Integrated Advisors Network reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q3 2024 after selling out during the quarter.
Integrated Advisors Network sold 17,656 FT Vest US Equity Deep Buffer ETF August shares in Q3 2024, an estimated $668K.
Integrated Advisors Network first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2020 and held it in 17 quarters.
Integrated Advisors Network's FT Vest US Equity Deep Buffer ETF August position peaked at $1.17M in Q2 2020.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2024.

Based on Integrated Advisors Network's 13F filing for Q3 2024, filed 25 Oct 2024.