Csenge Advisory Group’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Csenge Advisory 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
2025 Q2	–	Sell	-11,236	Closed	-$315K	–	684
2025 Q1	$315K	Buy	+11,236	New	+$330K	0.02%	519
2024 Q4	–	Sell	-34,483	Closed	-$997K	–	697
2024 Q3	$997K	Buy	+34,483	New	+$972K	0.05%	276
2024 Q1	–	Sell	-9,189	Closed	-$238K	–	712
2023 Q4	$238K	Buy	9,189 +518	+6%	+$12.9K	0.01%	583
2023 Q3	$210K	Buy	+8,671	New	+$214K	0.01%	580

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

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

KAS

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

Csenge Advisory Group's AUGW Position: Q2 2025 in Review

Csenge Advisory Group sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q2 2025, closing a stake of 11,236 shares — an estimated $315K sold.

Csenge Advisory Group first reported a position in AUGW in Q3 2023 and held it in 4 quarters. The position peaked at $997K in Q3 2024. 46 funds tracked by Wall St. Rank hold AUGW as of Q2 2025.

Csenge Advisory Group reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q2 2025 after selling out during the quarter.
Csenge Advisory Group sold 11,236 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2025, an estimated $315K.
Csenge Advisory Group first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2023 and held it in 4 quarters.
Csenge Advisory Group's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $997K in Q3 2024.
46 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2025.

Based on Csenge Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.