PWP
DAUG icon

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

Precedent Wealth 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
2025
Q2 		– Sell
-162,700
Closed -$6.31M – 172
2025
Q1 		$6.31M Hold
162,700
– – 1.75% 15
2024
Q4 		$6.46M Hold
162,700
– – 2.11% 10
2024
Q3 		$6.37M Buy
+162,700
New +$6.22M 2.1% 11

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
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Precedent Wealth Partners's DAUG Position: Q2 2025 in Review

Precedent Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2025, closing a stake of 162,700 shares — an estimated $6.31M sold.

Precedent Wealth Partners first reported a position in DAUG in Q3 2024 and held it in 3 quarters. The position peaked at $6.46M in Q4 2024. 95 funds tracked by Wall St. Rank hold DAUG as of Q2 2025.

  • Precedent Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q2 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 162,700 FT Vest US Equity Deep Buffer ETF August shares in Q2 2025, an estimated $6.31M.
  • Precedent Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2024 and held it in 3 quarters.
  • Precedent Wealth Partners's FT Vest US Equity Deep Buffer ETF August position peaked at $6.46M in Q4 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2025.

Based on Precedent Wealth Partners's 13F filing for Q2 2025, filed 21 Jul 2025.