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International Assets Investment Management’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

International Assets Investment Management’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,924
Closed -$131K – 2654
2024
Q2 		$131K Buy
+3,924
New +$128K 0.01% 861

Other funds holding XAUG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

International Assets Investment Management's XAUG Position: Q3 2024 in Review

International Assets Investment Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q3 2024, closing a stake of 3,924 shares — an estimated $131K sold.

International Assets Investment Management first reported a position in XAUG in Q2 2024 and held it in 1 quarter. The position peaked at $131K in Q2 2024. 34 funds tracked by Wall St. Rank hold XAUG as of Q3 2024.

  • International Assets Investment Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 3,924 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q3 2024, an estimated $131K.
  • International Assets Investment Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $131K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.