Jaffetilchin Investment Partners’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-2,500	Closed	-$58.4K	–	1116
2024 Q3	$58.4K	Sell	2,500 -8,500	-77%	-$193K	﹤0.01%	551
2024 Q2	$239K	Sell	11,000 -4,500	-29%	-$97.1K	0.02%	309
2024 Q1	$340K	Hold	15,500	–	–	0.03%	270
2023 Q4	$329K	Sell	15,500 -6,000	-28%	-$119K	0.03%	269
2023 Q3	$422K	Buy	+21,500	New	+$428K	0.05%	222

Other funds holding SAUG

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

KAS

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

Jaffetilchin Investment Partners's SAUG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q4 2024, closing a stake of 2,500 shares — an estimated $58.4K sold.

Jaffetilchin Investment Partners first reported a position in SAUG in Q3 2023 and held it in 5 quarters. The position peaked at $422K in Q3 2023. 48 funds tracked by Wall St. Rank hold SAUG as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 2,500 FT Vest US Small Cap Moderate Buffer ETF August shares in Q4 2024, an estimated $58.4K.
Jaffetilchin Investment Partners first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q3 2023 and held it in 5 quarters.
Jaffetilchin Investment Partners's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $422K in Q3 2023.
48 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.