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Cypress Wealth Services’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Cypress Wealth Services’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 		$217K Hold
6,372
– – 0.03% 401
2026
Q1 		$205K Hold
6,372
– – 0.03% 380
2025
Q4 		$207K Hold
6,372
– – 0.03% 371
2025
Q3 		$204K Buy
+6,372
New +$200K 0.03% 334

Other funds holding AUGW

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cypress Wealth Services's AUGW Position: Q2 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) position steady in Q2 2026 at 6,372 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #401.

Cypress Wealth Services first reported a position in AUGW in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

  • Cypress Wealth Services held 6,372 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $217K as of Q2 2026.
  • Cypress Wealth Services left its AllianzIM U.S. Equity Buffer20 Aug ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #401 holding.
  • Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.