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Prospera Financial Services’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Prospera Financial Services’s Portfolio SAUG Stock Details SAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Sell
16,839
-100
-0.6% -$2.71K 0.01% 1075
2026
Q1 		$436K Hold
16,939
– – 0.01% 1052
2025
Q4 		$432K Hold
16,939
– – 0.01% 977
2025
Q3 		$424K Hold
16,939
– – 0.01% 1003
2025
Q2 		$396K Hold
16,939
– – 0.01% 994
2025
Q1 		$381K Sell
16,939
-1
-0% -$23 0.01% 897
2024
Q4 		$399K Hold
16,940
– – 0.01% 818
2024
Q3 		$396K Hold
16,940
– – 0.01% 808
2024
Q2 		$368K Hold
16,940
– – 0.01% 833
2024
Q1 		$371K Sell
16,940
-152
-0.9% -$3.22K 0.01% 818
2023
Q4 		$363K Buy
17,092
+890
+5% +$17.6K 0.01% 769
2023
Q3 		$318K Buy
+16,202
New +$323K 0.01% 782

Other funds holding SAUG

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return