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Plante Moran Financial Advisors’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History

Plante Moran Financial Advisors’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-63
Closed -$2.7K – 813
2024
Q1 		$2.7K Buy
+63
New +$2.63K ﹤0.01% 747

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Plante Moran Financial Advisors's FAUG Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of FT Vest US Equity Buffer ETF August (FAUG) in Q2 2024, closing a stake of 63 shares — an estimated $2.7K sold.

Plante Moran Financial Advisors first reported a position in FAUG in Q1 2024 and held it in 1 quarter. The position peaked at $2.7K in Q1 2024. 121 funds tracked by Wall St. Rank hold FAUG as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining FT Vest US Equity Buffer ETF August position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 63 FT Vest US Equity Buffer ETF August shares in Q2 2024, an estimated $2.7K.
  • Plante Moran Financial Advisors first reported a position in FT Vest US Equity Buffer ETF August in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's FT Vest US Equity Buffer ETF August position peaked at $2.7K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.