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Maia Wealth’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Maia Wealth’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
2024
Q4 		– Sell
-127,276
Closed -$4.98M – 333
2024
Q3 		$4.98M Buy
+127,276
New +$4.87M 1.23% 17

Other funds holding DAUG

WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Maia Wealth's DAUG Position: Q4 2024 in Review

Maia Wealth sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2024, closing a stake of 127,276 shares — an estimated $4.98M sold.

Maia Wealth first reported a position in DAUG in Q3 2024 and held it in 1 quarter. The position peaked at $4.98M in Q3 2024. 105 funds tracked by Wall St. Rank hold DAUG as of Q4 2024.

  • Maia Wealth reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Maia Wealth sold 127,276 FT Vest US Equity Deep Buffer ETF August shares in Q4 2024, an estimated $4.98M.
  • Maia Wealth first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2024 and held it in 1 quarter.
  • Maia Wealth's FT Vest US Equity Deep Buffer ETF August position peaked at $4.98M in Q3 2024.
  • 105 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2024.

Based on Maia Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.