AFS
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Access Financial Services’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Access Financial Services’s Portfolio AUGT Stock Details AUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-282,720
Closed -$8.79M – 96
2024
Q4 		$8.79M Sell
282,720
-4,533
-2% -$141K 3.92% 6
2024
Q3 		$8.76M Buy
+287,253
New +$8.49M 4.02% 5

Other funds holding AUGT

SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

Access Financial Services's AUGT Position: Q1 2025 in Review

Access Financial Services sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q1 2025, closing a stake of 282,720 shares — an estimated $8.79M sold.

Access Financial Services first reported a position in AUGT in Q3 2024 and held it in 2 quarters. The position peaked at $8.79M in Q4 2024. 27 funds tracked by Wall St. Rank hold AUGT as of Q1 2025.

  • Access Financial Services reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q1 2025 after selling out during the quarter.
  • Access Financial Services sold 282,720 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q1 2025, an estimated $8.79M.
  • Access Financial Services first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q3 2024 and held it in 2 quarters.
  • Access Financial Services's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $8.79M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q1 2025.

Based on Access Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.