Steward Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Steward Partners Investment Advisory’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 Q2	$35.4K	Hold	755	–	–	﹤0.01%	3143
2026 Q1	$32.9K	Hold	755	–	–	﹤0.01%	3001
2025 Q4	$33.5K	Sell	755 -400	-35%	-$17.6K	﹤0.01%	2892
2025 Q3	$50.4K	Hold	1,155	–	–	﹤0.01%	2609
2025 Q2	$48.1K	Hold	1,155	–	–	﹤0.01%	2505
2025 Q1	$44.8K	Hold	1,155	–	–	﹤0.01%	2439
2024 Q4	$45.8K	Hold	1,155	–	–	﹤0.01%	2383
2024 Q3	$45.2K	Buy	+1,155	New	+$44.2K	﹤0.01%	2280

Other funds holding DAUG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Steward Partners Investment Advisory's DAUG Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Deep Buffer ETF August (DAUG) position steady in Q2 2026 at 755 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3143.

Steward Partners Investment Advisory first reported a position in DAUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $50.4K in Q3 2025. 116 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

Steward Partners Investment Advisory held 755 shares of FT Vest US Equity Deep Buffer ETF August worth $35.4K as of Q2 2026.
Steward Partners Investment Advisory left its FT Vest US Equity Deep Buffer ETF August share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF August made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3143 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF August position peaked at $50.4K in Q3 2025.
116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.