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Milestone Asset Management’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Milestone Asset Management’s Portfolio GAUG Stock Details GAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.19M Buy
149,372
+5,063
+4% +$206K 0.97% 26
2026
Q1 		$5.59M Buy
144,309
+9,655
+7% +$380K 1.03% 21
2025
Q4 		$5.29M Buy
134,654
+5,124
+4% +$199K 1% 27
2025
Q3 		$5M Sell
129,530
-12,173
-9% -$460K 0.95% 20
2025
Q2 		$5.24M Buy
141,703
+2,844
+2% +$100K 1.11% 19
2025
Q1 		$4.82M Sell
138,859
-1,366
-1% -$48.4K 1.03% 18
2024
Q4 		$4.95M Sell
140,225
-169,732
-55% -$5.97M 1.09% 23
2024
Q3 		$10.8M Buy
309,957
+191,442
+162% +$6.52M 2.42% 8
2024
Q2 		$3.99M Buy
118,515
+13,655
+13% +$453K 1% 24
2024
Q1 		$3.46M Buy
+104,860
New +$3.38M 0.99% 27

Other funds holding GAUG

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Milestone Asset Management's GAUG Position: Q2 2026 in Review

Milestone Asset Management increased its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 3.5% in Q2 2026, buying an estimated $206K and bringing the position to 149,372 shares worth $6.19M. The position accounts for 0.97% of the portfolio, ranked #26.

Milestone Asset Management first reported a position in GAUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q3 2024. 32 funds tracked by Wall St. Rank hold GAUG as of Q2 2026.

  • Milestone Asset Management held 149,372 shares of FT Vest US Equity Moderate Buffer ETF August worth $6.19M as of Q2 2026.
  • Milestone Asset Management bought 5,063 FT Vest US Equity Moderate Buffer ETF August shares in Q2 2026, an estimated $206K.
  • FT Vest US Equity Moderate Buffer ETF August made up 0.97% of Milestone Asset Management's portfolio in Q2 2026, its #26 holding.
  • Milestone Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q1 2024 and has held it in 10 quarters since.
  • Milestone Asset Management's FT Vest US Equity Moderate Buffer ETF August position peaked at $10.8M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.