Larson Financial Group’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Larson Financial Group’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
2026 Q2	–	Sell	-864	Closed	-$22.2K	–	3901
2026 Q1	$22.2K	Sell	864 -5,705	-87%	-$149K	﹤0.01%	1783
2025 Q4	$168K	Buy	6,569 +4,041	+160%	+$102K	0.01%	750
2025 Q3	$63.3K	Hold	2,528	–	–	﹤0.01%	1065
2025 Q2	$59.1K	Hold	2,528	–	–	﹤0.01%	1016
2025 Q1	$56.9K	Hold	2,528	–	–	﹤0.01%	977
2024 Q4	$59.6K	Buy	+2,528	New	+$60.1K	﹤0.01%	851

Other funds holding SAUG

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AFAS

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

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

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

IFG

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

Larson Financial Group's SAUG Position: Q2 2026 in Review

Larson Financial Group sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q2 2026, closing a stake of 864 shares — an estimated $22.2K sold.

Larson Financial Group first reported a position in SAUG in Q4 2024 and held it in 6 quarters. The position peaked at $168K in Q4 2025. 55 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Larson Financial Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 864 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2026, an estimated $22.2K.
Larson Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2024 and held it in 6 quarters.
Larson Financial Group's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $168K in Q4 2025.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.