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Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Steward Partners Investment Advisory’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.7K Hold
2,200
– – ﹤0.01% 2493
2025
Q4 		$82.4K Hold
2,200
– – ﹤0.01% 2400
2025
Q3 		$80.8K Hold
2,200
– – ﹤0.01% 2353
2025
Q2 		$78.6K Hold
2,200
– – ﹤0.01% 2244
2025
Q1 		$75K Hold
2,200
– – ﹤0.01% 2183
2024
Q4 		$75.2K Hold
2,200
– – ﹤0.01% 2123
2024
Q3 		$74.2K Hold
2,200
– – ﹤0.01% 2031
2024
Q2 		$72.3K Hold
2,200
– – ﹤0.01% 1926
2024
Q1 		$71.1K Sell
2,200
-1,050
-32% -$33.4K ﹤0.01% 1935
2023
Q4 		$102K Buy
+3,250
New +$98.6K ﹤0.01% 1697

Other funds holding XAUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Steward Partners Investment Advisory's XAUG Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) position steady in Q1 2026 at 2,200 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Steward Partners Investment Advisory first reported a position in XAUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $102K in Q4 2023. 39 funds tracked by Wall St. Rank hold XAUG as of Q1 2026.

  • Steward Partners Investment Advisory held 2,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF August worth $81.7K as of Q1 2026.
  • Steward Partners Investment Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF August share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF August made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2493 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $102K in Q4 2023.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.