WA
AUGM

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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Waverly Advisors's AUGM Position: Q1 2026 in Review

Waverly Advisors held its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) position steady in Q1 2026 at 10,973 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Waverly Advisors first reported a position in AUGM in Q4 2025 and has held it in 2 quarters since. The position peaked at $373K in Q4 2025. 44 funds tracked by Wall St. Rank hold AUGM as of Q1 2026.

  • Waverly Advisors held 10,973 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $372K as of Q1 2026.
  • Waverly Advisors left its FT Vest U.S. Equity Max Buffer ETF - August share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - August made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1217 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 2 quarters since.
  • Waverly Advisors's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $373K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.