Madrona Financial Services’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Madrona Financial Services’s Portfolio AUGM Stock Details AUGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$348K	Buy	9,837 +2,120	+27%	+$74.8K	0.05%	109
2026 Q2	$270K	Hold	7,717	–	–	0.05%	112
2026 Q1	$261K	Hold	7,717	–	–	0.06%	100
2025 Q4	$263K	Hold	7,717	–	–	0.06%	103
2025 Q3	$260K	Buy	+7,717	New	+$257K	0.06%	95

Other funds holding AUGM

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Madrona Financial Services's AUGM Position: Q3 2026 in Review

Madrona Financial Services increased its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) stake by 27% in Q3 2026, buying an estimated $74.8K and bringing the position to 9,837 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #109.

Madrona Financial Services first reported a position in AUGM in Q3 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold AUGM as of Q3 2026.

Madrona Financial Services held 9,837 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $348K as of Q3 2026.
Madrona Financial Services bought 2,120 FT Vest U.S. Equity Max Buffer ETF - August shares in Q3 2026, an estimated $74.8K.
FT Vest U.S. Equity Max Buffer ETF - August made up 0.05% of Madrona Financial Services's portfolio in Q3 2026, its #109 holding.
Madrona Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2025 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.