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Triad Wealth Partners’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History

Triad Wealth Partners’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,692
Closed -$74.6K – 326
2024
Q2 		$74.6K Buy
+1,692
New +$73.1K 0.04% 177

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RJFSA
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Osaic Holdings
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Triad Wealth Partners's FAUG Position: Q3 2024 in Review

Triad Wealth Partners sold out of FT Vest US Equity Buffer ETF August (FAUG) in Q3 2024, closing a stake of 1,692 shares — an estimated $74.6K sold.

Triad Wealth Partners first reported a position in FAUG in Q2 2024 and held it in 1 quarter. The position peaked at $74.6K in Q2 2024. 148 funds tracked by Wall St. Rank hold FAUG as of Q3 2024.

  • Triad Wealth Partners reported no remaining FT Vest US Equity Buffer ETF August position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,692 FT Vest US Equity Buffer ETF August shares in Q3 2024, an estimated $74.6K.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer ETF August in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FT Vest US Equity Buffer ETF August position peaked at $74.6K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.