CWS
AUGU

Cypress Wealth Services’s AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF AUGU Stock Holding History

Cypress Wealth Services’s Portfolio AUGU Stock Details AUGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,073
Closed -$447K – 295
2024
Q4 		$447K Hold
17,073
– – 0.09% 162
2024
Q3 		$441K Buy
+17,073
New +$429K 0.09% 162

Other funds holding AUGU

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cypress Wealth Services's AUGU Position: Q1 2025 in Review

Cypress Wealth Services sold out of AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF (AUGU) in Q1 2025, closing a stake of 17,073 shares — an estimated $447K sold.

Cypress Wealth Services first reported a position in AUGU in Q3 2024 and held it in 2 quarters. The position peaked at $447K in Q4 2024. 15 funds tracked by Wall St. Rank hold AUGU as of Q1 2025.

  • Cypress Wealth Services reported no remaining AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF position as of Q1 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 17,073 AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF shares in Q1 2025, an estimated $447K.
  • Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF in Q3 2024 and held it in 2 quarters.
  • Cypress Wealth Services's AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF position peaked at $447K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF as of Q1 2025.

Based on Cypress Wealth Services's 13F filing for Q1 2025, filed 10 Apr 2025.