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Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Aegis Wealth Management (Iowa)’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 		– Sell
-12,593
Closed -$405K – 121
2026
Q1 		$405K Buy
12,593
+186
+1% +$6.06K 0.32% 60
2025
Q4 		$404K Buy
+12,407
New +$399K 0.32% 62

Other funds holding AUGW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s AUGW Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q2 2026, closing a stake of 12,593 shares — an estimated $405K sold.

Aegis Wealth Management (Iowa) first reported a position in AUGW in Q4 2025 and held it in 2 quarters. The position peaked at $405K in Q1 2026. 54 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

  • Aegis Wealth Management (Iowa) reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q2 2026 after selling out during the quarter.
  • Aegis Wealth Management (Iowa) sold 12,593 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $405K.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2025 and held it in 2 quarters.
  • Aegis Wealth Management (Iowa)'s AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $405K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.