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Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Creative Financial Designs’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
Q1 		$53.2K Buy
1,656
+205
+14% +$6.68K ﹤0.01% 881
2025
Q4 		$47.2K Sell
1,451
-203
-12% -$6.53K ﹤0.01% 885
2025
Q3 		$52.9K Hold
1,654
– – ﹤0.01% 831
2025
Q2 		$50.7K Sell
1,654
-268
-14% -$7.85K ﹤0.01% 857
2025
Q1 		$55.4K Sell
1,922
-46
-2% -$1.35K ﹤0.01% 797
2024
Q4 		$57.6K Buy
1,968
+164
+9% +$4.78K ﹤0.01% 746
2024
Q3 		$52K Buy
1,804
+804
+80% +$22.7K ﹤0.01% 769
2024
Q2 		$27.9K Hold
1,000
– – ﹤0.01% 918
2024
Q1 		$27.1K Hold
1,000
– – ﹤0.01% 885
2023
Q4 		$25.9K Buy
+1,000
New +$24.9K ﹤0.01% 847

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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 $26.4B AUM 21.05% 1-Year Est. Return

Creative Financial Designs's AUGW Position: Q1 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 14% in Q1 2026, buying an estimated $6.68K and bringing the position to 1,656 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Creative Financial Designs first reported a position in AUGW in Q4 2023 and has held it in 10 quarters since. The position peaked at $57.6K in Q4 2024. 52 funds tracked by Wall St. Rank hold AUGW as of Q1 2026.

  • Creative Financial Designs held 1,656 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $53.2K as of Q1 2026.
  • Creative Financial Designs bought 205 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q1 2026, an estimated $6.68K.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #881 holding.
  • Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2023 and has held it in 10 quarters since.
  • Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $57.6K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.