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B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-6,752
Closed -$206K – 186
2024
Q3 		$206K Buy
+6,752
New +$200K 0.04% 204
2024
Q1 		– Sell
-29,653
Closed -$770K – 133
2023
Q4 		$770K Buy
29,653
+1,365
+5% +$33.7K 0.15% 161
2023
Q3 		$676K Buy
+28,288
New +$691K 0.15% 172

Other funds holding AUGT

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $49B AUM 25.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

B.O.S.S. Retirement Advisors's AUGT Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q4 2024, closing a stake of 6,752 shares — an estimated $206K sold.

B.O.S.S. Retirement Advisors first reported a position in AUGT in Q3 2023 and held it in 3 quarters. The position peaked at $770K in Q4 2023. 29 funds tracked by Wall St. Rank hold AUGT as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 6,752 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q4 2024, an estimated $206K.
  • B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q3 2023 and held it in 3 quarters.
  • B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $770K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.