SWGC
DAUG icon

Summit Wealth Group (Colorado)’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-2,038
Closed -$337K – 305
2025
Q3 		$337K Buy
+2,038
New +$87K 0.05% 181

Other funds holding DAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DAUG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q4 2025, closing a stake of 2,038 shares — an estimated $337K sold.

Summit Wealth Group (Colorado) first reported a position in DAUG in Q3 2025 and held it in 1 quarter. The position peaked at $337K in Q3 2025. 121 funds tracked by Wall St. Rank hold DAUG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,038 FT Vest US Equity Deep Buffer ETF August shares in Q4 2025, an estimated $337K.
  • Summit Wealth Group (Colorado) first reported a position in FT Vest US Equity Deep Buffer ETF August in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s FT Vest US Equity Deep Buffer ETF August position peaked at $337K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.