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 Q3	$367K	Buy	10,551 +3,604	+52%	+$124K	﹤0.01%	1838
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

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's AUGW Position: Q3 2026 in Review

Farther Finance Advisors increased its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 52% in Q3 2026, buying an estimated $124K and bringing the position to 10,551 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Farther Finance Advisors first reported a position in AUGW in Q3 2024 and has held it in 9 quarters since. 7 funds tracked by Wall St. Rank hold AUGW as of Q3 2026.

Farther Finance Advisors held 10,551 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $367K as of Q3 2026.
Farther Finance Advisors bought 3,604 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q3 2026, an estimated $124K.
AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1838 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2024 and has held it in 9 quarters since.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.