Precedent Wealth Partners’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Precedent Wealth Partners’s Portfolio AUGM Stock Details AUGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.4M	Buy	+379,246	New	+$13.4M	2.06%	9

Other funds holding AUGM

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Precedent Wealth Partners's AUGM Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q3 2026: 379,246 shares worth $13.4M. The stake represents 2.06% of the portfolio and ranks #9 among its holdings.

14 funds tracked by Wall St. Rank hold AUGM as of Q3 2026.

Precedent Wealth Partners held 379,246 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $13.4M as of Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - August was a new Precedent Wealth Partners position in Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - August made up 2.06% of Precedent Wealth Partners's portfolio in Q3 2026, its #9 holding.
14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.