Capital A Wealth Management’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Capital A Wealth Management’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
2025 Q2	$312	Buy	+12	New	+$370	﹤0.01%	402

Other funds holding AUGT

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Capital A Wealth Management's AUGT Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q2 2025: 12 shares worth $312. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings.

27 funds tracked by Wall St. Rank hold AUGT as of Q2 2025.

Capital A Wealth Management held 12 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $312 as of Q2 2025.
AllianzIM U.S. Equity Buffer10 Aug ETF was a new Capital A Wealth Management position in Q2 2025.
AllianzIM U.S. Equity Buffer10 Aug ETF made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #402 holding.
27 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.