LVZ Inc’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

LVZ Inc’s Portfolio GAUG Stock Details GAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.28M	Buy	30,427 +12,467	+69%	+$522K	0.13%	60
2026 Q2	$744K	Hold	17,960	–	–	0.08%	85
2026 Q1	$695K	Hold	17,960	–	–	0.08%	76
2025 Q4	$705K	Buy	17,960 +2,604	+17%	+$101K	0.08%	78
2025 Q3	$593K	Buy	15,356 +5,273	+52%	+$199K	0.07%	84
2025 Q2	$373K	Buy	10,083 +1,612	+19%	+$56.8K	0.04%	106
2025 Q1	$294K	Buy	+8,471	New	+$300K	0.04%	118

Other funds holding GAUG

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

LVZ Inc's GAUG Position: Q3 2026 in Review

LVZ Inc increased its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 69% in Q3 2026, buying an estimated $522K and bringing the position to 30,427 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #60.

LVZ Inc first reported a position in GAUG in Q1 2025 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold GAUG as of Q3 2026.

LVZ Inc held 30,427 shares of FT Vest US Equity Moderate Buffer ETF August worth $1.28M as of Q3 2026.
LVZ Inc bought 12,467 FT Vest US Equity Moderate Buffer ETF August shares in Q3 2026, an estimated $522K.
FT Vest US Equity Moderate Buffer ETF August made up 0.13% of LVZ Inc's portfolio in Q3 2026, its #60 holding.
LVZ Inc first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q1 2025 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.