WIM
AUGM

WealthPlan Investment Management’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

WealthPlan Investment Management’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
2024
Q4 		– Sell
-178,761
Closed -$5.65M – 286
2024
Q3 		$5.65M Buy
+178,761
New +$5.6M 0.57% 64

Other funds holding AUGM

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

WealthPlan Investment Management's AUGM Position: Q4 2024 in Review

WealthPlan Investment Management sold out of FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q4 2024, closing a stake of 178,761 shares — an estimated $5.65M sold.

WealthPlan Investment Management first reported a position in AUGM in Q3 2024 and held it in 1 quarter. The position peaked at $5.65M in Q3 2024. 35 funds tracked by Wall St. Rank hold AUGM as of Q4 2024.

  • WealthPlan Investment Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - August position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 178,761 FT Vest U.S. Equity Max Buffer ETF - August shares in Q4 2024, an estimated $5.65M.
  • WealthPlan Investment Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $5.65M in Q3 2024.
  • 35 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.