MW
AUGM

Maia Wealth’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Maia Wealth’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
2025
Q2 		– Sell
-49,170
Closed -$1.55M – 340
2025
Q1 		$1.55M Buy
49,170
+20,499
+71% +$656K 0.35% 75
2024
Q4 		$913K Buy
28,671
+472
+2% +$15K 0.2% 108
2024
Q3 		$891K Buy
+28,199
New +$884K 0.22% 100

Other funds holding AUGM

GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Maia Wealth's AUGM Position: Q2 2025 in Review

Maia Wealth sold out of FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q2 2025, closing a stake of 49,170 shares — an estimated $1.55M sold.

Maia Wealth first reported a position in AUGM in Q3 2024 and held it in 3 quarters. The position peaked at $1.55M in Q1 2025. 32 funds tracked by Wall St. Rank hold AUGM as of Q2 2025.

  • Maia Wealth reported no remaining FT Vest U.S. Equity Max Buffer ETF - August position as of Q2 2025 after selling out during the quarter.
  • Maia Wealth sold 49,170 FT Vest U.S. Equity Max Buffer ETF - August shares in Q2 2025, an estimated $1.55M.
  • Maia Wealth first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and held it in 3 quarters.
  • Maia Wealth's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $1.55M in Q1 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2025.

Based on Maia Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.