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Blackston Financial Advisory Group’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Blackston Financial Advisory Group’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
2024
Q4 		– Sell
-8,898
Closed -$257K – 136
2024
Q3 		$257K Buy
+8,898
New +$251K 0.13% 114

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
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 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 $123M AUM 12.5% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Blackston Financial Advisory Group's AUGW Position: Q4 2024 in Review

Blackston Financial Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q4 2024, closing a stake of 8,898 shares — an estimated $257K sold.

Blackston Financial Advisory Group first reported a position in AUGW in Q3 2024 and held it in 1 quarter. The position peaked at $257K in Q3 2024. 42 funds tracked by Wall St. Rank hold AUGW as of Q4 2024.

  • Blackston Financial Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q4 2024 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 8,898 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q4 2024, an estimated $257K.
  • Blackston Financial Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2024 and held it in 1 quarter.
  • Blackston Financial Advisory Group's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $257K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q4 2024.

Based on Blackston Financial Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.