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

AE 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
Q2 		$217K Sell
5,709
-1,342
-19% -$49.9K ﹤0.01% 1673
2026
Q1 		$246K Buy
7,051
+265
+4% +$9.45K ﹤0.01% 1496
2025
Q4 		$242K Sell
6,786
-260
-4% -$9.14K ﹤0.01% 1423
2025
Q3 		$246K Sell
7,046
-4,266
-38% -$145K ﹤0.01% 1292
2025
Q2 		$371K Sell
11,312
-3,354
-23% -$103K ﹤0.01% 1027
2025
Q1 		$444K Sell
14,666
-12,170
-45% -$380K ﹤0.01% 957
2024
Q4 		$834K Sell
26,836
-3,923,797
-99% -$122M 0.01% 753
2024
Q3 		$120M Buy
+3,950,633
New +$117M 1.09% 13
2024
Q2 		– Sell
-26,246
Closed -$734K – 1235
2024
Q1 		$734K Sell
26,246
-1,628,847
-98% -$43.8M 0.01% 724
2023
Q4 		$43.8M Buy
1,655,093
+442,817
+37% +$10.9M 0.22% 95
2023
Q3 		$29M Buy
+1,212,276
New +$29.6M 0.17% 130

Other funds holding AUGT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

AE Wealth Management's AUGT Position: Q2 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) stake by 19% in Q2 2026, selling an estimated $49.9K and leaving 5,709 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

AE Wealth Management first reported a position in AUGT in Q3 2023 and has held it in 11 quarters since. The position peaked at $120M in Q3 2024. 12 funds tracked by Wall St. Rank hold AUGT as of Q2 2026.

  • AE Wealth Management held 5,709 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $217K as of Q2 2026.
  • AE Wealth Management sold 1,342 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q2 2026, an estimated $49.9K.
  • AllianzIM U.S. Equity Buffer10 Aug ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1673 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q3 2023 and has held it in 11 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $120M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.