WTFG
AUGM

Wood Tarver Financial Group’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-2,393
Closed -$78K – 691
2025
Q2 		$78K Hold
2,393
– – 0.02% 239
2025
Q1 		$75.8K Hold
2,393
– – 0.02% 228
2024
Q4 		$76K Buy
+2,393
New +$76K 0.03% 220

Other funds holding AUGM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wood Tarver Financial Group's AUGM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest U.S. Equity Max Buffer ETF - August (AUGM) in Q3 2025, closing a stake of 2,393 shares — an estimated $78K sold.

Wood Tarver Financial Group first reported a position in AUGM in Q4 2024 and held it in 3 quarters. The position peaked at $78K in Q2 2025. 41 funds tracked by Wall St. Rank hold AUGM as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - August position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,393 FT Vest U.S. Equity Max Buffer ETF - August shares in Q3 2025, an estimated $78K.
  • Wood Tarver Financial Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest U.S. Equity Max Buffer ETF - August position peaked at $78K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.