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

Spire Wealth Management’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 Q2	$173K	Hold	6,231	–	–	0.01%	830
2026 Q1	$160K	Hold	6,231	–	–	0.01%	846
2025 Q4	$159K	Hold	6,231	–	–	0.01%	858
2025 Q3	$156K	Hold	6,231	–	–	0.01%	853
2025 Q2	$146K	Sell	6,231 -584	-9%	-$13.2K	0.01%	848
2025 Q1	$153K	Sell	6,815 -3,406	-33%	-$79.8K	﹤0.01%	889
2024 Q4	$241K	Buy	+10,221	New	+$243K	0.01%	770

Other funds holding SAUG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

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

KAS

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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Spire Wealth Management's SAUG Position: Q2 2026 in Review

Spire Wealth Management held its FT Vest US Small Cap Moderate Buffer ETF August (SAUG) position steady in Q2 2026 at 6,231 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #830.

Spire Wealth Management first reported a position in SAUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $241K in Q4 2024. 55 funds tracked by Wall St. Rank hold SAUG as of Q2 2026.

Spire Wealth Management held 6,231 shares of FT Vest US Small Cap Moderate Buffer ETF August worth $173K as of Q2 2026.
Spire Wealth Management left its FT Vest US Small Cap Moderate Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF August made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #830 holding.
Spire Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF August in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's FT Vest US Small Cap Moderate Buffer ETF August position peaked at $241K in Q4 2024.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF August as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.