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Walkner Condon Financial Advisors’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Walkner Condon Financial Advisors’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
2021
Q2 		– Sell
-32,723
Closed -$1.1M – 166
2021
Q1 		$1.1M Buy
+32,723
New +$1.09M 0.43% 56

Other funds holding DAUG

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Walkner Condon Financial Advisors's DAUG Position: Q2 2021 in Review

Walkner Condon Financial Advisors sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2021, closing a stake of 32,723 shares — an estimated $1.1M sold.

Walkner Condon Financial Advisors first reported a position in DAUG in Q1 2021 and held it in 1 quarter. The position peaked at $1.1M in Q1 2021. 38 funds tracked by Wall St. Rank hold DAUG as of Q2 2021.

  • Walkner Condon Financial Advisors reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q2 2021 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 32,723 FT Vest US Equity Deep Buffer ETF August shares in Q2 2021, an estimated $1.1M.
  • Walkner Condon Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF August in Q1 2021 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's FT Vest US Equity Deep Buffer ETF August position peaked at $1.1M in Q1 2021.
  • 38 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2021.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.