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 Q2	$54.5K	Sell	1,602 -54	-3%	-$1.81K	﹤0.01%	982
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Creative Financial Designs's AUGW Position: Q2 2026 in Review

Creative Financial Designs reduced its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 3.3% in Q2 2026, selling an estimated $1.81K and leaving 1,602 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Creative Financial Designs first reported a position in AUGW in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.6K in Q4 2024. 54 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

Creative Financial Designs held 1,602 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $54.5K as of Q2 2026.
Creative Financial Designs sold 54 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $1.81K.
AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #982 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $57.6K in Q4 2024.
54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.