EWM
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Evolution Wealth Management’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Evolution Wealth Management’s Portfolio AUGT Stock Details AUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,335
Closed -$430K – 749
2025
Q3 		$430K Buy
+12,335
New +$418K 0.44% 46

Other funds holding AUGT

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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 $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Evolution Wealth Management's AUGT Position: Q4 2025 in Review

Evolution Wealth Management sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q4 2025, closing a stake of 12,335 shares — an estimated $430K sold.

Evolution Wealth Management first reported a position in AUGT in Q3 2025 and held it in 1 quarter. The position peaked at $430K in Q3 2025. 30 funds tracked by Wall St. Rank hold AUGT as of Q4 2025.

  • Evolution Wealth Management reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 12,335 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q4 2025, an estimated $430K.
  • Evolution Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $430K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.