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Crown Wealth Group’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Crown Wealth Group’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 		$623K Hold
18,289
– – 0.16% 66
2026
Q1 		$588K Hold
18,289
– – 0.17% 61
2025
Q4 		$595K Hold
18,289
– – 0.17% 61
2025
Q3 		$585K Sell
18,289
-1,597
-8% -$50.1K 0.18% 64
2025
Q2 		$610K Buy
+19,886
New +$583K 0.23% 51

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

Crown Wealth Group's AUGW Position: Q2 2026 in Review

Crown Wealth Group held its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) position steady in Q2 2026 at 18,289 shares worth $623K. The position accounts for 0.16% of the portfolio, ranked #66.

Crown Wealth Group first reported a position in AUGW in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

  • Crown Wealth Group held 18,289 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $623K as of Q2 2026.
  • Crown Wealth Group left its AllianzIM U.S. Equity Buffer20 Aug ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.16% of Crown Wealth Group's portfolio in Q2 2026, its #66 holding.
  • Crown Wealth Group first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q2 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.