LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

LifeWealth Investments’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	$1.74M	Sell	37,090 -493	-1%	-$22.7K	0.46%	44
2026 Q1	$1.64M	Sell	37,583 -131	-0.3%	-$5.81K	0.49%	42
2025 Q4	$1.67M	Sell	37,714 -2,984	-7%	-$131K	0.53%	43
2025 Q3	$1.78M	Sell	40,698 -3,691	-8%	-$158K	0.59%	40
2025 Q2	$1.85M	Sell	44,389 -3,202	-7%	-$126K	0.67%	38
2025 Q1	$1.85M	Buy	47,591 +16,153	+51%	+$643K	0.89%	36
2024 Q4	$1.25M	Buy	+31,438	New	+$1.24M	0.83%	33

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

LifeWealth Investments's DAUG Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 1.3% in Q2 2026, selling an estimated $22.7K and leaving 37,090 shares worth $1.74M. The position accounts for 0.46% of the portfolio, ranked #44.

LifeWealth Investments first reported a position in DAUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q2 2025. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

LifeWealth Investments held 37,090 shares of FT Vest US Equity Deep Buffer ETF August worth $1.74M as of Q2 2026.
LifeWealth Investments sold 493 FT Vest US Equity Deep Buffer ETF August shares in Q2 2026, an estimated $22.7K.
FT Vest US Equity Deep Buffer ETF August made up 0.46% of LifeWealth Investments's portfolio in Q2 2026, its #44 holding.
LifeWealth Investments first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's FT Vest US Equity Deep Buffer ETF August position peaked at $1.85M in Q2 2025.
116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.