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SJS Investment Consulting’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

SJS Investment Consulting’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
2026
Q1 		– Sell
-142
Closed -$6.3K – 2499
2025
Q4 		$6.3K Hold
142
– – ﹤0.01% 894
2025
Q3 		$6.2K Sell
142
-5
-3% -$213 ﹤0.01% 676
2025
Q2 		$6.13K Buy
+147
New +$5.8K ﹤0.01% 385

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SJS Investment Consulting's DAUG Position: Q1 2026 in Review

SJS Investment Consulting sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2026, closing a stake of 142 shares — an estimated $6.3K sold.

SJS Investment Consulting first reported a position in DAUG in Q2 2025 and held it in 3 quarters. The position peaked at $6.3K in Q4 2025. 112 funds tracked by Wall St. Rank hold DAUG as of Q1 2026.

  • SJS Investment Consulting reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 142 FT Vest US Equity Deep Buffer ETF August shares in Q1 2026, an estimated $6.3K.
  • SJS Investment Consulting first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2025 and held it in 3 quarters.
  • SJS Investment Consulting's FT Vest US Equity Deep Buffer ETF August position peaked at $6.3K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.