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World Equity Group’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History

World Equity Group’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
2024
Q1 		– Sell
-47,620
Closed -$1.5M – 334
2023
Q4 		$1.5M Buy
+47,620
New +$1.44M 0.3% 81

Other funds holding GAUG

SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

World Equity Group's GAUG Position: Q1 2024 in Review

World Equity Group sold out of FT Vest US Equity Moderate Buffer ETF August (GAUG) in Q1 2024, closing a stake of 47,620 shares — an estimated $1.5M sold.

World Equity Group first reported a position in GAUG in Q4 2023 and held it in 1 quarter. The position peaked at $1.5M in Q4 2023. 47 funds tracked by Wall St. Rank hold GAUG as of Q1 2024.

  • World Equity Group reported no remaining FT Vest US Equity Moderate Buffer ETF August position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 47,620 FT Vest US Equity Moderate Buffer ETF August shares in Q1 2024, an estimated $1.5M.
  • World Equity Group first reported a position in FT Vest US Equity Moderate Buffer ETF August in Q4 2023 and held it in 1 quarter.
  • World Equity Group's FT Vest US Equity Moderate Buffer ETF August position peaked at $1.5M in Q4 2023.
  • 47 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF August as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.