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Advus Financial Partners’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Advus Financial Partners’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
Q3 		$701K Buy
20,162
+300
+2% +$10.4K 0.2% 75
2026
Q2 		$676K Buy
+19,862
New +$666K 0.19% 76

Other funds holding AUGW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Access Financial Services
Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Advus Financial Partners's AUGW Position: Q3 2026 in Review

Advus Financial Partners increased its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 1.5% in Q3 2026, buying an estimated $10.4K and bringing the position to 20,162 shares worth $701K. The position accounts for 0.2% of the portfolio, ranked #75.

Advus Financial Partners first reported a position in AUGW in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold AUGW as of Q3 2026.

  • Advus Financial Partners held 20,162 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $701K as of Q3 2026.
  • Advus Financial Partners bought 300 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q3 2026, an estimated $10.4K.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.2% of Advus Financial Partners's portfolio in Q3 2026, its #75 holding.
  • Advus Financial Partners first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.