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Retirement Guys Formula’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Retirement Guys Formula’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
2022
Q1 		– Sell
-6,189
Closed -$219K – 138
2021
Q4 		$219K Buy
+6,189
New +$216K 0.17% 103

Other funds holding DAUG

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retirement Guys Formula's DAUG Position: Q1 2022 in Review

Retirement Guys Formula sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2022, closing a stake of 6,189 shares — an estimated $219K sold.

Retirement Guys Formula first reported a position in DAUG in Q4 2021 and held it in 1 quarter. The position peaked at $219K in Q4 2021. 64 funds tracked by Wall St. Rank hold DAUG as of Q1 2022.

  • Retirement Guys Formula reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 6,189 FT Vest US Equity Deep Buffer ETF August shares in Q1 2022, an estimated $219K.
  • Retirement Guys Formula first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2021 and held it in 1 quarter.
  • Retirement Guys Formula's FT Vest US Equity Deep Buffer ETF August position peaked at $219K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2022.

Based on Retirement Guys Formula's 13F filing for Q1 2022, filed 18 Jul 2022.