Valmark Advisers’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Valmark Advisers’s Portfolio AUGM Stock Details AUGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$980K	Buy	+27,668	New	+$977K	0.01%	373

Other funds holding AUGM

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Valmark Advisers's AUGM Position: Q3 2026 in Review

Valmark Advisers opened a new position in FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q3 2026: 27,668 shares worth $980K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings.

32 funds tracked by Wall St. Rank hold AUGM as of Q3 2026.

Valmark Advisers held 27,668 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $980K as of Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - August was a new Valmark Advisers position in Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - August made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #373 holding.
32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.