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Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-753
Closed -$22.1K – 441
2024
Q4 		$22.1K Sell
753
-4
-0.5% -$117 ﹤0.01% 837
2024
Q3 		$21.8K Hold
757
– – ﹤0.01% 836
2024
Q2 		$21.1K Buy
+757
New +$20.7K ﹤0.01% 768

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
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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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 $110B AUM 26.29% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Coppell Advisory Solutions's AUGW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q1 2025, closing a stake of 753 shares — an estimated $22.1K sold.

Coppell Advisory Solutions first reported a position in AUGW in Q2 2024 and held it in 3 quarters. The position peaked at $22.1K in Q4 2024. 40 funds tracked by Wall St. Rank hold AUGW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 753 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q1 2025, an estimated $22.1K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $22.1K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.