Maia Wealth’s FT Vest U.S. Equity Quarterly Dynamic Buffer ETF FHDG Stock Holding History

Maia Wealth’s Portfolio FHDG Stock Details FHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Buy	35,639 +445	+1%	+$15.8K	0.19%	136
2026 Q1	$1.19M	Buy	+35,194	New	+$1.2M	0.2%	134
2025 Q4	–	Sell	-58,809	Closed	-$1.96M	–	374
2025 Q3	$1.96M	Sell	58,809 -146,413	-71%	-$4.74M	0.33%	87
2025 Q2	$6.53M	Buy	+205,222	New	+$6.25M	1.24%	15

Other funds holding FHDG

IPS

Investors Portfolio Services Puyallup, Washington $131M AUM

PGWM

Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

KAS

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

FBT

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Maia Wealth's FHDG Position: Q2 2026 in Review

Maia Wealth increased its FT Vest U.S. Equity Quarterly Dynamic Buffer ETF (FHDG) stake by 1.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 35,639 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #136.

Maia Wealth first reported a position in FHDG in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.53M in Q2 2025. 30 funds tracked by Wall St. Rank hold FHDG as of Q2 2026.

Maia Wealth held 35,639 shares of FT Vest U.S. Equity Quarterly Dynamic Buffer ETF worth $1.29M as of Q2 2026.
Maia Wealth bought 445 FT Vest U.S. Equity Quarterly Dynamic Buffer ETF shares in Q2 2026, an estimated $15.8K.
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF made up 0.19% of Maia Wealth's portfolio in Q2 2026, its #136 holding.
Maia Wealth first reported a position in FT Vest U.S. Equity Quarterly Dynamic Buffer ETF in Q2 2025 and has held it in 4 quarters since.
Maia Wealth's FT Vest U.S. Equity Quarterly Dynamic Buffer ETF position peaked at $6.53M in Q2 2025.
30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly Dynamic Buffer ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.