Cambridge Investment Research Advisors’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$992K	Sell	29,149 -137	-0.5%	-$4.59K	﹤0.01%	2153
2026 Q1	$942K	Sell	29,286 -832	-3%	-$27.1K	﹤0.01%	2225
2025 Q4	$980K	Sell	30,118 -1,000	-3%	-$32.2K	﹤0.01%	2111
2025 Q3	$995K	Buy	31,118 +2,304	+8%	+$72.2K	﹤0.01%	2062
2025 Q2	$884K	Sell	28,814 -4,874	-14%	-$143K	﹤0.01%	2049
2025 Q1	$971K	Sell	33,688 -35,120	-51%	-$1.03M	﹤0.01%	1889
2024 Q4	$2.01M	Sell	68,808 -58,648	-46%	-$1.71M	0.01%	1356
2024 Q3	$3.68M	Buy	127,456 +94,766	+290%	+$2.67M	0.01%	971
2024 Q2	$912K	Sell	32,690 -5,399	-14%	-$148K	﹤0.01%	1837
2024 Q1	$1.03M	Buy	38,089 +5,467	+17%	+$145K	﹤0.01%	1714
2023 Q4	$843K	Buy	32,622 +6,060	+23%	+$151K	﹤0.01%	1762
2023 Q3	$644K	Buy	+26,562	New	+$655K	﹤0.01%	1888

Other funds holding AUGW

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors's AUGW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 0.47% in Q2 2026, selling an estimated $4.59K and leaving 29,149 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Cambridge Investment Research Advisors first reported a position in AUGW in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.68M in Q3 2024. 18 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

Cambridge Investment Research Advisors held 29,149 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $992K as of Q2 2026.
Cambridge Investment Research Advisors sold 137 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $4.59K.
AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2153 holding.
Cambridge Investment Research Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2023 and has held it in 12 quarters since.
Cambridge Investment Research Advisors's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $3.68M in Q3 2024.
18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.