WP
AUGM

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

WealthPLAN Partners’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
-92,036
Closed -$2.91M – 273
2024
Q3 		$2.91M Buy
+92,036
New +$2.88M 0.39% 75

Other funds holding AUGM

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $1.56B AUM 24.84% 1-Year Est. Return

WealthPLAN Partners's AUGM Position: Q4 2024 in Review

WealthPLAN Partners sold out of FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q4 2024, closing a stake of 92,036 shares — an estimated $2.91M sold.

WealthPLAN Partners first reported a position in AUGM in Q3 2024 and held it in 1 quarter. The position peaked at $2.91M in Q3 2024. 35 funds tracked by Wall St. Rank hold AUGM as of Q4 2024.

  • WealthPLAN Partners reported no remaining FT Vest U.S. Equity Max Buffer ETF - August position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 92,036 FT Vest U.S. Equity Max Buffer ETF - August shares in Q4 2024, an estimated $2.91M.
  • WealthPLAN Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $2.91M 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 Partners's 13F filing for Q4 2024, filed 30 Jan 2025.