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Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.48M Sell
48,142
-5,802
-11% -$170K 0.03% 505
2025
Q1 		$1.55M Sell
53,944
-928
-2% -$27.3K 0.02% 727
2024
Q4 		$1.61M Sell
54,872
-2,280
-4% -$66.5K 0.02% 723
2024
Q3 		$1.65M Buy
57,152
+27,750
+94% +$782K 0.02% 709
2024
Q2 		$821K Sell
29,402
-30,385
-51% -$831K 0.01% 984
2024
Q1 		$1.62M Sell
59,787
-2,352
-4% -$62.3K 0.02% 701
2023
Q4 		$1.61M Buy
62,139
+47,828
+334% +$1.19M 0.02% 677
2023
Q3 		$347K Buy
+14,311
New +$353K ﹤0.01% 1322

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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return