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 $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

American Asset Management Boca Raton, Florida $115M AUM 12.06% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cetera Investment Advisers

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

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

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return