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WealthPlan Investment Management’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

WealthPlan Investment Management’s Portfolio GAUG Stock Details GAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Sell
38,015
-2,847
-7% -$116K 0.08% 183
2026
Q1 		$1.58M Sell
40,862
-4,545
-10% -$179K 0.09% 177
2025
Q4 		$1.78M Sell
45,407
-252,555
-85% -$9.81M 0.11% 150
2025
Q3 		$11.5M Buy
297,962
+56,843
+24% +$2.15M 0.76% 42
2025
Q2 		$8.92M Buy
+241,119
New +$8.5M 0.65% 56

Other funds holding GAUG

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthPlan Investment Management's GAUG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its FT Vest US Equity Moderate Buffer ETF August (GAUG) stake by 7% in Q2 2026, selling an estimated $116K and leaving 38,015 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #183.

WealthPlan Investment Management first reported a position in GAUG in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.5M in Q3 2025. 32 funds tracked by Wall St. Rank hold GAUG as of Q2 2026.

  • WealthPlan Investment Management held 38,015 shares of FT Vest US Equity Moderate Buffer ETF August worth $1.57M as of Q2 2026.
  • WealthPlan Investment Management sold 2,847 FT Vest US Equity Moderate Buffer ETF August shares in Q2 2026, an estimated $116K.
  • FT Vest US Equity Moderate Buffer ETF August made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #183 holding.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's FT Vest US Equity Moderate Buffer ETF August position peaked at $11.5M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.