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Secured Retirement Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Secured Retirement Advisors’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,075
Closed -$475K – 156
2024
Q3 		$475K Buy
+14,075
New +$467K 0.34% 77

Other funds holding XAUG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Secured Retirement Advisors's XAUG Position: Q4 2024 in Review

Secured Retirement Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q4 2024, closing a stake of 14,075 shares — an estimated $475K sold.

Secured Retirement Advisors first reported a position in XAUG in Q3 2024 and held it in 1 quarter. The position peaked at $475K in Q3 2024. 31 funds tracked by Wall St. Rank hold XAUG as of Q4 2024.

  • Secured Retirement Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 14,075 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q4 2024, an estimated $475K.
  • Secured Retirement Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q3 2024 and held it in 1 quarter.
  • Secured Retirement Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $475K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.