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Merit Financial Group’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Merit Financial Group’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
2026
Q2 		– Sell
-8,245
Closed -$212K – 2433
2026
Q1 		$212K Sell
8,245
-2,000
-20% -$52.1K ﹤0.01% 1889
2025
Q4 		$261K Sell
10,245
-284
-3% -$7.17K ﹤0.01% 1644
2025
Q3 		$264K Buy
+10,529
New +$256K ﹤0.01% 1525

Other funds holding SAUG

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merit Financial Group's SAUG Position: Q2 2026 in Review

Merit Financial Group sold out of FT Vest US Small Cap Moderate Buffer ETF August (SAUG) in Q2 2026, closing a stake of 8,245 shares — an estimated $212K sold.

Merit Financial Group first reported a position in SAUG in Q3 2025 and held it in 3 quarters. The position peaked at $264K in Q3 2025. 24 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

  • Merit Financial Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF August position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 8,245 FT Vest US Small Cap Moderate Buffer ETF August shares in Q2 2026, an estimated $212K.
  • Merit Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q3 2025 and held it in 3 quarters.
  • Merit Financial Group's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $264K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.