SOA Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

SOA Wealth Advisors’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 Q2	$85.2K	Hold	2,058	–	–	0.01%	306
2026 Q1	$79.7K	Hold	2,058	–	–	0.02%	293
2025 Q4	$80.8K	Hold	2,058	–	–	0.01%	302
2025 Q3	$79.5K	Hold	2,058	–	–	0.01%	312
2025 Q2	$76.1K	Hold	2,058	–	–	0.01%	305
2025 Q1	$71.5K	Hold	2,058	–	–	0.01%	295
2024 Q4	$72.6K	Hold	2,058	–	–	0.01%	285
2024 Q3	$71.6K	Buy	+2,058	New	+$70K	0.01%	277

Other funds holding GAUG

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SOA Wealth Advisors's GAUG Position: Q2 2026 in Review

SOA Wealth Advisors held its FT Vest US Equity Moderate Buffer ETF August (GAUG) position steady in Q2 2026 at 2,058 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #306.

SOA Wealth Advisors first reported a position in GAUG in Q3 2024 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold GAUG as of Q2 2026.

SOA Wealth Advisors held 2,058 shares of FT Vest US Equity Moderate Buffer ETF August worth $85.2K as of Q2 2026.
SOA Wealth Advisors left its FT Vest US Equity Moderate Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF August made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #306 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q3 2024 and has held it in 8 quarters since.
103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.