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Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$470K Hold
14,306
– – 0.01% 947
2025
Q1 		$433K Sell
14,306
-420
-3% -$13.1K 0.01% 1265
2024
Q4 		$458K Sell
14,726
-921
-6% -$28.6K 0.01% 1318
2024
Q3 		$477K Buy
+15,647
New +$463K 0.01% 1272

Other funds holding AUGT

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Atria Wealth Solutions's AUGT Position: Q2 2025 in Review

Atria Wealth Solutions held its AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) position steady in Q2 2025 at 14,306 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #947.

Atria Wealth Solutions first reported a position in AUGT in Q3 2024 and has held it in 4 quarters since. The position peaked at $477K in Q3 2024. 27 funds tracked by Wall St. Rank hold AUGT as of Q2 2025.

  • Atria Wealth Solutions held 14,306 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $470K as of Q2 2025.
  • Atria Wealth Solutions left its AllianzIM U.S. Equity Buffer10 Aug ETF share count unchanged in Q2 2025.
  • AllianzIM U.S. Equity Buffer10 Aug ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #947 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $477K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.