AWA
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Authentikos Wealth Advisory’s TrueShares Structured Outcome August ETF AUGZ Stock Holding History

Authentikos Wealth Advisory’s Portfolio AUGZ Stock Details AUGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-42
Closed -$1.36K – 98
2023
Q3 		$1.36K Buy
+42
New +$1.4K ﹤0.01% 479

Other funds holding AUGZ

WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $702M AUM 16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Authentikos Wealth Advisory's AUGZ Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of TrueShares Structured Outcome August ETF (AUGZ) in Q4 2023, closing a stake of 42 shares — an estimated $1.36K sold.

Authentikos Wealth Advisory first reported a position in AUGZ in Q3 2023 and held it in 1 quarter. The position peaked at $1.36K in Q3 2023. 13 funds tracked by Wall St. Rank hold AUGZ as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining TrueShares Structured Outcome August ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 42 TrueShares Structured Outcome August ETF shares in Q4 2023, an estimated $1.36K.
  • Authentikos Wealth Advisory first reported a position in TrueShares Structured Outcome August ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's TrueShares Structured Outcome August ETF position peaked at $1.36K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held TrueShares Structured Outcome August ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.