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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

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Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return