AFG
AUGW icon

Allegheny Financial Group’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Allegheny Financial Group’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
Q1 		$223K Hold
6,950
– – 0.03% 262
2025
Q4 		$226K Hold
6,950
– – 0.03% 257
2025
Q3 		$222K Hold
6,950
– – 0.04% 234
2025
Q2 		$213K Sell
6,950
-2,928
-30% -$85.8K 0.05% 230
2025
Q1 		$285K Hold
9,878
– – 0.07% 182
2024
Q4 		$289K Sell
9,878
-1
-0% -$29 0.07% 182
2024
Q3 		$285K Hold
9,879
– – 0.07% 196
2024
Q2 		$276K Hold
9,879
– – 0.08% 181
2024
Q1 		$268K Hold
9,879
– – 0.08% 170
2023
Q4 		$255K Buy
+9,879
New +$246K 0.08% 178

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return