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

Waverly Advisors’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 Q2	$332K	Sell	9,468 -1,505	-14%	-$52.3K	﹤0.01%	1358
2026 Q1	$372K	Hold	10,973	–	–	﹤0.01%	1217
2025 Q4	$373K	Buy	+10,973	New	+$371K	﹤0.01%	1121

Other funds holding AUGM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Waverly Advisors's AUGM Position: Q2 2026 in Review

Waverly Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) stake by 14% in Q2 2026, selling an estimated $52.3K and leaving 9,468 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Waverly Advisors first reported a position in AUGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q4 2025. 40 funds tracked by Wall St. Rank hold AUGM as of Q2 2026.

Waverly Advisors held 9,468 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $332K as of Q2 2026.
Waverly Advisors sold 1,505 FT Vest U.S. Equity Max Buffer ETF - August shares in Q2 2026, an estimated $52.3K.
FT Vest U.S. Equity Max Buffer ETF - August made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1358 holding.
Waverly Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q4 2025 and has held it in 3 quarters since.
Waverly Advisors's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $373K in Q4 2025.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.