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Savvy Advisors Inc’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

Savvy Advisors Inc’s Portfolio GAUG Stock Details GAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$520K Sell
13,439
-412
-3% -$16.2K 0.01% 652
2025
Q4 		$544K Buy
+13,851
New +$538K 0.02% 539

Other funds holding GAUG

AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Savvy Advisors Inc's GAUG Position: Q1 2026 in Review

Savvy Advisors Inc reduced its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 3% in Q1 2026, selling an estimated $16.2K and leaving 13,439 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #652.

Savvy Advisors Inc first reported a position in GAUG in Q4 2025 and has held it in 2 quarters since. The position peaked at $544K in Q4 2025. 104 funds tracked by Wall St. Rank hold GAUG as of Q1 2026.

  • Savvy Advisors Inc held 13,439 shares of FT Vest US Equity Moderate Buffer ETF August worth $520K as of Q1 2026.
  • Savvy Advisors Inc sold 412 FT Vest US Equity Moderate Buffer ETF August shares in Q1 2026, an estimated $16.2K.
  • FT Vest US Equity Moderate Buffer ETF August made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #652 holding.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's FT Vest US Equity Moderate Buffer ETF August position peaked at $544K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.