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

Lakeridge 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
2026 Q2	$424K	Hold	9,045	–	–	0.16%	117
2026 Q1	$394K	Hold	9,045	–	–	0.17%	113
2025 Q4	$401K	Sell	9,045 -500	-5%	-$21.9K	0.18%	109
2025 Q3	$416K	Hold	9,545	–	–	0.19%	97
2025 Q2	$398K	Hold	9,545	–	–	0.18%	98
2025 Q1	$370K	Sell	9,545 -3,500	-27%	-$139K	0.19%	103
2024 Q4	$518K	Hold	13,045	–	–	0.27%	79
2024 Q3	$510K	Hold	13,045	–	–	0.28%	75
2024 Q2	$494K	Hold	13,045	–	–	0.3%	70
2024 Q1	$483K	Hold	13,045	–	–	0.31%	64
2023 Q4	$462K	Buy	+13,045	New	+$443K	0.33%	62

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Lakeridge Wealth Management's DAUG Position: Q2 2026 in Review

Lakeridge Wealth Management held its FT Vest US Equity Deep Buffer ETF August (DAUG) position steady in Q2 2026 at 9,045 shares worth $424K. The position accounts for 0.16% of the portfolio, ranked #117.

Lakeridge Wealth Management first reported a position in DAUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q4 2024. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

Lakeridge Wealth Management held 9,045 shares of FT Vest US Equity Deep Buffer ETF August worth $424K as of Q2 2026.
Lakeridge Wealth Management left its FT Vest US Equity Deep Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF August made up 0.16% of Lakeridge Wealth Management's portfolio in Q2 2026, its #117 holding.
Lakeridge Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $518K in Q4 2024.
116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.