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Steward Partners Investment Advisory’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History

Steward Partners Investment Advisory’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 		$174K Hold
6,750
– – ﹤0.01% 2091
2025
Q4 		$172K Hold
6,750
– – ﹤0.01% 1994
2025
Q3 		$169K Hold
6,750
– – ﹤0.01% 1951
2025
Q2 		$158K Sell
6,750
-1,246
-16% -$28.1K ﹤0.01% 1870
2025
Q1 		$180K Hold
7,996
– – ﹤0.01% 1700
2024
Q4 		$188K Sell
7,996
-492
-6% -$11.7K ﹤0.01% 1652
2024
Q3 		$198K Hold
8,488
– – ﹤0.01% 1534
2024
Q2 		$185K Hold
8,488
– – ﹤0.01% 1481
2024
Q1 		$186K Sell
8,488
-1,000
-11% -$21.2K ﹤0.01% 1466
2023
Q4 		$201K Hold
9,488
– – ﹤0.01% 1374
2023
Q3 		$186K Buy
+9,488
New +$189K ﹤0.01% 1314

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