SWA
SAUG icon

SOA Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

SOA Wealth Advisors’s Portfolio SAUG Stock Details SAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.6K Sell
3,870
-4,133
-52% -$108K 0.02% 272
2025
Q4 		$204K Buy
8,003
+1,827
+30% +$46.1K 0.03% 201
2025
Q3 		$155K Buy
6,176
+4,445
+257% +$108K 0.03% 233
2025
Q2 		$40.5K Hold
1,731
– – 0.01% 399
2025
Q1 		$39K Hold
1,731
– – 0.01% 379
2024
Q4 		$40.8K Hold
1,731
– – 0.01% 356
2024
Q3 		$40.4K Buy
1,731
+703
+68% +$16K 0.01% 351
2024
Q2 		$22.4K Hold
1,028
– – ﹤0.01% 426
2024
Q1 		$22.5K Hold
1,028
– – ﹤0.01% 426
2023
Q4 		$21.8K Buy
+1,028
New +$20.4K ﹤0.01% 416

Other funds holding SAUG

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM