Accurate Wealth Management’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Accurate Wealth Management’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
2026 Q3	$269K	Buy	+6,775	New	+$263K	0.02%	500

Other funds holding AUGT

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Accurate Wealth Management's AUGT Position: Q3 2026 in Review

Accurate Wealth Management opened a new position in AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q3 2026: 6,775 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #500 among its holdings.

9 funds tracked by Wall St. Rank hold AUGT as of Q3 2026.

Accurate Wealth Management held 6,775 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $269K as of Q3 2026.
AllianzIM U.S. Equity Buffer10 Aug ETF was a new Accurate Wealth Management position in Q3 2026.
AllianzIM U.S. Equity Buffer10 Aug ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #500 holding.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.