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

Concurrent Investment 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 		$318K Hold
9,337
– – ﹤0.01% 1659
2026
Q1 		$300K Buy
+9,337
New +$304K ﹤0.01% 1504

Other funds holding AUGW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's AUGW Position: Q2 2026 in Review

Concurrent Investment Advisors held its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) position steady in Q2 2026 at 9,337 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Concurrent Investment Advisors first reported a position in AUGW in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

  • Concurrent Investment Advisors held 9,337 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $318K as of Q2 2026.
  • Concurrent Investment Advisors left its AllianzIM U.S. Equity Buffer20 Aug ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1659 holding.
  • Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

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