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 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

KAS

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Madrona Financial Services's AUGM Position: Q2 2026 in Review

Madrona Financial Services held its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) position steady in Q2 2026 at 7,717 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #112.

Madrona Financial Services first reported a position in AUGM in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold AUGM as of Q2 2026.

Madrona Financial Services held 7,717 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $270K as of Q2 2026.
Madrona Financial Services left its FT Vest U.S. Equity Max Buffer ETF - August share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - August made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #112 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 4 quarters since.
17 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.