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

MinichMacGregor 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 Q3	$10.2M	Buy	214,771 +2,026	+1%	+$95.9K	1.65%	29
2026 Q2	$10M	Buy	212,745 +799	+0.4%	+$36.7K	1.51%	32
2026 Q1	$9.23M	Buy	211,946 +6,429	+3%	+$285K	1.63%	29
2025 Q4	$9.11M	Buy	205,517 +5,839	+3%	+$256K	1.65%	26
2025 Q3	$8.71M	Sell	199,678 -1,543	-0.8%	-$65.8K	1.7%	27
2025 Q2	$8.38M	Sell	201,221 -1,182	-0.6%	-$46.7K	1.79%	27
2025 Q1	$7.85M	Buy	202,403 +38,054	+23%	+$1.52M	1.76%	20
2024 Q4	$6.52M	Buy	164,349 +2,525	+2%	+$100K	1.35%	34
2024 Q3	$6.33M	Buy	161,824 +2,183	+1%	+$83.5K	1.36%	35
2024 Q2	$6.04M	Buy	159,641 +2,070	+1%	+$77.1K	1.48%	33
2024 Q1	$5.83M	Buy	157,571 +7,254	+5%	+$263K	1.49%	33
2023 Q4	$5.33M	Buy	+150,317	New	+$5.1M	1.54%	25

Other funds holding DAUG

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

CPC

CFC Planning Company Cicero, Indiana $186M AUM 39.25% 1-Year Est. Return

MinichMacGregor Wealth Management's DAUG Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 0.95% in Q3 2026, buying an estimated $95.9K and bringing the position to 214,771 shares worth $10.2M. The position accounts for 1.65% of the portfolio, ranked #29.

MinichMacGregor Wealth Management first reported a position in DAUG in Q4 2023 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold DAUG as of Q3 2026.

MinichMacGregor Wealth Management held 214,771 shares of FT Vest US Equity Deep Buffer ETF August worth $10.2M as of Q3 2026.
MinichMacGregor Wealth Management bought 2,026 FT Vest US Equity Deep Buffer ETF August shares in Q3 2026, an estimated $95.9K.
FT Vest US Equity Deep Buffer ETF August made up 1.65% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #29 holding.
MinichMacGregor Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2023 and has held it in 12 quarters since.
51 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.