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&Partners’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

&Partners’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 		$442K Sell
9,437
-585
-6% -$26.9K ﹤0.01% 1910
2026
Q1 		$436K Buy
10,022
+500
+5% +$22.2K ﹤0.01% 1775
2025
Q4 		$422K Buy
+9,522
New +$418K ﹤0.01% 1726

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

&Partners's DAUG Position: Q2 2026 in Review

&Partners reduced its FT Vest US Equity Deep Buffer ETF August (DAUG) stake by 5.8% in Q2 2026, selling an estimated $26.9K and leaving 9,437 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

&Partners first reported a position in DAUG in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

  • &Partners held 9,437 shares of FT Vest US Equity Deep Buffer ETF August worth $442K as of Q2 2026.
  • &Partners sold 585 FT Vest US Equity Deep Buffer ETF August shares in Q2 2026, an estimated $26.9K.
  • FT Vest US Equity Deep Buffer ETF August made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1910 holding.
  • &Partners first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.