Diligent Investors’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Diligent Investors’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	$288K	Buy	8,455 +200	+2%	+$6.71K	0.06%	300
2026 Q1	$265K	Sell	8,255 -200	-2%	-$6.51K	0.07%	294
2025 Q4	$275K	Buy	8,455 +1	+0%	+$32	0.07%	279
2025 Q3	$270K	Buy	+8,454	New	+$265K	0.07%	275

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

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

Diligent Investors's AUGW Position: Q2 2026 in Review

Diligent Investors increased its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 2.4% in Q2 2026, buying an estimated $6.71K and bringing the position to 8,455 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #300.

Diligent Investors 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.

Diligent Investors held 8,455 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $288K as of Q2 2026.
Diligent Investors bought 200 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $6.71K.
AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.06% of Diligent Investors's portfolio in Q2 2026, its #300 holding.
Diligent Investors 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 Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.