Maia Wealth’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Maia Wealth’s Portfolio SAUG Stock Details SAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-242,273	Closed	-$6.09M	–	358
2025 Q3	$6.09M	Sell	242,273 -6,648	-3%	-$161K	1.03%	19
2025 Q2	$5.82M	Sell	248,921 -6,192	-2%	-$140K	1.11%	19
2025 Q1	$5.54M	Buy	+255,113	New	+$5.98M	1.26%	15

Other funds holding SAUG

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KAS

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Maia Wealth's SAUG Position: Q4 2025 in Review

Maia Wealth sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q4 2025, closing a stake of 242,273 shares — an estimated $6.09M sold.

Maia Wealth first reported a position in SAUG in Q1 2025 and held it in 3 quarters. The position peaked at $6.09M in Q3 2025. 56 funds tracked by Wall St. Rank hold SAUG as of Q4 2025.

Maia Wealth reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q4 2025 after selling out during the quarter.
Maia Wealth sold 242,273 FT Vest US Small Cap Moderate Buffer ETF August shares in Q4 2025, an estimated $6.09M.
Maia Wealth first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q1 2025 and held it in 3 quarters.
Maia Wealth's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $6.09M in Q3 2025.
56 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q4 2025.

Based on Maia Wealth's 13F filing for Q4 2025, filed 17 Feb 2026.