Capital A Wealth Management’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Capital A Wealth Management’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
2025 Q2	$1.24K	Buy	+48	New	+$1.41K	0.01%	360

Other funds holding AUGW

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

AAM

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

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

Capital A Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q2 2025: 48 shares worth $1.24K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings.

45 funds tracked by Wall St. Rank hold AUGW as of Q2 2025.

Capital A Wealth Management held 48 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $1.24K as of Q2 2025.
AllianzIM U.S. Equity Buffer20 Aug ETF was a new Capital A Wealth Management position in Q2 2025.
AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #360 holding.
45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2025.

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