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Summit Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Summit Financial’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
Q2 		$509K Buy
+13,021
New +$502K 0.01% 1083

Other funds holding XAUG

DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's XAUG Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q2 2026: 13,021 shares worth $509K. The stake represents 0.01% of the portfolio and ranks #1083 among its holdings.

35 funds tracked by Wall St. Rank hold XAUG as of Q2 2026.

  • Summit Financial held 13,021 shares of FT Vest US Equity Enhance & Moderate Buffer ETF August worth $509K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF August was a new Summit Financial position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF August made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1083 holding.
  • 35 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.