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

Meridian Wealth Management’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
2026
Q2 		– Sell
-5,228
Closed -$228K – 836
2026
Q1 		$228K Sell
5,228
-250
-5% -$11.1K 0.01% 724
2025
Q4 		$243K Sell
5,478
-92
-2% -$4.04K 0.01% 671
2025
Q3 		$243K Sell
5,570
-590
-10% -$25.2K 0.01% 629
2025
Q2 		$257K Hold
6,160
– – 0.01% 587
2025
Q1 		$239K Sell
6,160
-470
-7% -$18.7K 0.01% 566
2024
Q4 		$263K Sell
6,630
-50
-0.7% -$1.98K 0.01% 541
2024
Q3 		$261K Sell
6,680
-1,290
-16% -$49.3K 0.01% 555
2024
Q2 		$302K Buy
+7,970
New +$297K 0.04% 234
2024
Q1 		– Sell
-9,295
Closed -$329K – 260
2023
Q4 		$329K Buy
9,295
+135
+1% +$4.58K 0.02% 481
2023
Q3 		$303K Sell
9,160
-1,065
-10% -$36.2K 0.02% 451
2023
Q2 		$348K Sell
10,225
-915
-8% -$29.8K 0.03% 400
2023
Q1 		$358K Sell
11,140
-1,235
-10% -$39.1K 0.03% 383
2022
Q4 		$385K Sell
12,375
-3,519
-22% -$109K 0.04% 358
2022
Q3 		$477K Sell
15,894
-5,165
-25% -$165K 0.05% 286
2022
Q2 		$681K Buy
+21,059
New +$702K 0.06% 288

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Meridian Wealth Management's DAUG Position: Q2 2026 in Review

Meridian Wealth Management sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2026, closing a stake of 5,228 shares — an estimated $228K sold.

Meridian Wealth Management first reported a position in DAUG in Q2 2022 and held it in 15 quarters. The position peaked at $681K in Q2 2022. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

  • Meridian Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 5,228 FT Vest US Equity Deep Buffer ETF August shares in Q2 2026, an estimated $228K.
  • Meridian Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2022 and held it in 15 quarters.
  • Meridian Wealth Management's FT Vest US Equity Deep Buffer ETF August position peaked at $681K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.