SageView Advisory Group’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

SageView Advisory Group’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
2024 Q1	–	Sell	-275,553	Closed	-$7.65K	–	558
2023 Q4	$7.65K	Buy	275,553 +264,276	+2,343%	+$8.97M	﹤0.01%	646
2023 Q3	$373K	Sell	11,277 -13,729	-55%	-$466K	0.02%	376
2023 Q2	$851K	Sell	25,006 -2,718	-10%	-$88.5K	0.05%	253
2023 Q1	$891K	Buy	27,724 +3,718	+15%	+$118K	0.06%	223
2022 Q4	$747K	Buy	+24,006	New	+$747K	0.06%	191

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SageView Advisory Group's DAUG Position: Q1 2024 in Review

SageView Advisory Group sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2024, closing a stake of 275,553 shares — an estimated $7.65K sold.

SageView Advisory Group first reported a position in DAUG in Q4 2022 and held it in 5 quarters. The position peaked at $891K in Q1 2023. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2024.

SageView Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2024 after selling out during the quarter.
SageView Advisory Group sold 275,553 FT Vest US Equity Deep Buffer ETF August shares in Q1 2024, an estimated $7.65K.
SageView Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF August in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's FT Vest US Equity Deep Buffer ETF August position peaked at $891K in Q1 2023.
88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.