Kingsview Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Kingsview Wealth Management’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	-82,115	Closed	-$3.11M	–	1109
2024 Q2	$3.11M	Buy	+82,115	New	+$3.06M	0.07%	250
2022 Q4	–	Sell	-9,881	Closed	-$296K	–	854
2022 Q3	$296K	Hold	9,881	–	–	0.01%	643
2022 Q2	$319K	Buy	+9,881	New	+$329K	0.02%	652

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

Kingsview Wealth Management's DAUG Position: Q3 2024 in Review

Kingsview Wealth Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2024, closing a stake of 82,115 shares — an estimated $3.11M sold.

Kingsview Wealth Management first reported a position in DAUG in Q2 2022 and held it in 3 quarters. The position peaked at $3.11M in Q2 2024. 97 funds tracked by Wall St. Rank hold DAUG as of Q3 2024.

Kingsview Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 82,115 FT Vest US Equity Deep Buffer ETF August shares in Q3 2024, an estimated $3.11M.
Kingsview Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2022 and held it in 3 quarters.
Kingsview Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $3.11M in Q2 2024.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.