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Allworth Financial’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Allworth Financial’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
2024
Q3 		– Sell
-124
Closed -$3.64K – 3753
2024
Q2 		$3.64K Hold
124
– – ﹤0.01% 2656
2024
Q1 		$3.47K Buy
+124
New +$3.33K ﹤0.01% 2561

Other funds holding AUGT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Allworth Financial's AUGT Position: Q3 2024 in Review

Allworth Financial sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q3 2024, closing a stake of 124 shares — an estimated $3.64K sold.

Allworth Financial first reported a position in AUGT in Q1 2024 and held it in 2 quarters. The position peaked at $3.64K in Q2 2024. 36 funds tracked by Wall St. Rank hold AUGT as of Q3 2024.

  • Allworth Financial reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 124 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q3 2024, an estimated $3.64K.
  • Allworth Financial first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q1 2024 and held it in 2 quarters.
  • Allworth Financial's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $3.64K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.