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Maia Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Maia Wealth’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53,318
Closed -$1.8M – 349
2024
Q3 		$1.8M Buy
+53,318
New +$1.77M 0.44% 58

Other funds holding XAUG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maia Wealth's XAUG Position: Q4 2024 in Review

Maia Wealth sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q4 2024, closing a stake of 53,318 shares — an estimated $1.8M sold.

Maia Wealth first reported a position in XAUG in Q3 2024 and held it in 1 quarter. The position peaked at $1.8M in Q3 2024. 31 funds tracked by Wall St. Rank hold XAUG as of Q4 2024.

  • Maia Wealth reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Maia Wealth sold 53,318 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q4 2024, an estimated $1.8M.
  • Maia Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q3 2024 and held it in 1 quarter.
  • Maia Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $1.8M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q4 2024.

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