AFS
AUGW icon

Access Financial Services’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Access Financial Services’s Portfolio AUGW Stock Details AUGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.46M Sell
160,448
-6,631
-4% -$222K 1.79% 13
2026
Q1 		$5.37M Sell
167,079
-7,272
-4% -$237K 1.9% 12
2025
Q4 		$5.67M Sell
174,351
-460,897
-73% -$14.8M 2.07% 10
2025
Q3 		$20.3M Buy
+635,248
New +$19.9M 7.35% 4

Other funds holding AUGW

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Access Financial Services's AUGW Position: Q2 2026 in Review

Access Financial Services reduced its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 4% in Q2 2026, selling an estimated $222K and leaving 160,448 shares worth $5.46M. The position accounts for 1.79% of the portfolio, ranked #13.

Access Financial Services first reported a position in AUGW in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.3M in Q3 2025. 9 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

  • Access Financial Services held 160,448 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $5.46M as of Q2 2026.
  • Access Financial Services sold 6,631 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $222K.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up 1.79% of Access Financial Services's portfolio in Q2 2026, its #13 holding.
  • Access Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2025 and has held it in 4 quarters since.
  • Access Financial Services's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $20.3M in Q3 2025.
  • 9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.