Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Farther Finance Advisors’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	$237K	Sell	6,947 -668	-9%	-$22.4K	﹤0.01%	2127
2026 Q1	$246K	Hold	7,615	–	–	﹤0.01%	1873
2025 Q4	$248K	Hold	7,615	–	–	﹤0.01%	1779
2025 Q3	$243K	Buy	7,615 +4,035	+113%	+$127K	﹤0.01%	1506
2025 Q2	$110K	Hold	3,580	–	–	﹤0.01%	1715
2025 Q1	$104K	Hold	3,580	–	–	﹤0.01%	1527
2024 Q4	$105K	Hold	3,580	–	–	﹤0.01%	1296
2024 Q3	$103K	Buy	+3,580	New	+$101K	﹤0.01%	1291

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

Farther Finance Advisors's AUGW Position: Q2 2026 in Review

Farther Finance Advisors reduced its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 8.8% in Q2 2026, selling an estimated $22.4K and leaving 6,947 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Farther Finance Advisors first reported a position in AUGW in Q3 2024 and has held it in 8 quarters since. The position peaked at $248K in Q4 2025. 16 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

Farther Finance Advisors held 6,947 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $237K as of Q2 2026.
Farther Finance Advisors sold 668 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $22.4K.
AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2127 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $248K in Q4 2025.
16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.