AWM
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Accurate Wealth Management’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Accurate Wealth Management’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
2024
Q4 		– Sell
-9,265
Closed -$268K – 379
2024
Q3 		$268K Buy
+9,265
New +$261K 0.05% 303

Other funds holding AUGW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accurate Wealth Management's AUGW Position: Q4 2024 in Review

Accurate Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q4 2024, closing a stake of 9,265 shares — an estimated $268K sold.

Accurate Wealth Management first reported a position in AUGW in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 42 funds tracked by Wall St. Rank hold AUGW as of Q4 2024.

  • Accurate Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q4 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 9,265 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q4 2024, an estimated $268K.
  • Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2024 and held it in 1 quarter.
  • Accurate Wealth Management's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $268K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q4 2024.

Based on Accurate Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.