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WealthGarden F.S.’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

WealthGarden F.S.’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,553
Closed -$708K – 125
2024
Q2 		$708K Buy
+21,553
New +$701K 0.75% 46

Other funds holding XAUG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

WealthGarden F.S.'s XAUG Position: Q3 2024 in Review

WealthGarden F.S. sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q3 2024, closing a stake of 21,553 shares — an estimated $708K sold.

WealthGarden F.S. first reported a position in XAUG in Q2 2024 and held it in 1 quarter. The position peaked at $708K in Q2 2024. 34 funds tracked by Wall St. Rank hold XAUG as of Q3 2024.

  • WealthGarden F.S. reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q3 2024 after selling out during the quarter.
  • WealthGarden F.S. sold 21,553 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q3 2024, an estimated $708K.
  • WealthGarden F.S. first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q2 2024 and held it in 1 quarter.
  • WealthGarden F.S.'s FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $708K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q3 2024.

Based on WealthGarden F.S.'s 13F filing for Q3 2024, filed 12 Nov 2024.