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Patriot Financial Group Insurance Agency’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,650
Closed -$358K – 698
2026
Q1 		$358K Buy
+9,650
New +$362K 0.02% 515

Other funds holding XAUG

DI
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ATPW
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XAUG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q2 2026, closing a stake of 9,650 shares — an estimated $358K sold.

Patriot Financial Group Insurance Agency first reported a position in XAUG in Q1 2026 and held it in 1 quarter. The position peaked at $358K in Q1 2026. 17 funds tracked by Wall St. Rank hold XAUG as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9,650 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q2 2026, an estimated $358K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $358K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.