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Wood Tarver Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-2,125
Closed -$75K – 656
2025
Q2 		$75K Hold
2,125
– – 0.02% 245
2025
Q1 		$72.5K Hold
2,125
– – 0.02% 233
2024
Q4 		$72K Buy
+2,125
New +$72.3K 0.02% 229

Other funds holding XAUG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Wood Tarver Financial Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q3 2025, closing a stake of 2,125 shares — an estimated $75K sold.

Wood Tarver Financial Group first reported a position in XAUG in Q4 2024 and held it in 3 quarters. The position peaked at $75K in Q2 2025. 31 funds tracked by Wall St. Rank hold XAUG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,125 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q3 2025, an estimated $75K.
  • Wood Tarver Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $75K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q3 2025.

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