FHC
AUGT icon

First Heartland Consultants’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

First Heartland Consultants’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
2026
Q2 		$298K Sell
7,829
-2,517
-24% -$93.7K 0.02% 474
2026
Q1 		$361K Hold
10,346
– – 0.03% 359
2025
Q4 		$369K Hold
10,346
– – 0.03% 363
2025
Q3 		$361K Sell
10,346
-925
-8% -$31.4K 0.03% 363
2025
Q2 		$370K Hold
11,271
– – 0.03% 337
2025
Q1 		$341K Sell
11,271
-1,051
-9% -$32.8K 0.04% 319
2024
Q4 		$383K Sell
12,322
-8,226
-40% -$255K 0.04% 289
2024
Q3 		$627K Sell
20,548
-7,155
-26% -$212K 0.07% 199
2024
Q2 		$805 Buy
27,703
+1,829
+7% +$51.4K 0.06% 196
2024
Q1 		$724K Buy
+25,874
New +$696K 0.08% 202

Other funds holding AUGT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

First Heartland Consultants's AUGT Position: Q2 2026 in Review

First Heartland Consultants reduced its AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) stake by 24% in Q2 2026, selling an estimated $93.7K and leaving 7,829 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #474.

First Heartland Consultants first reported a position in AUGT in Q1 2024 and has held it in 10 quarters since. The position peaked at $724K in Q1 2024. 12 funds tracked by Wall St. Rank hold AUGT as of Q2 2026.

  • First Heartland Consultants held 7,829 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $298K as of Q2 2026.
  • First Heartland Consultants sold 2,517 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q2 2026, an estimated $93.7K.
  • AllianzIM U.S. Equity Buffer10 Aug ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #474 holding.
  • First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q1 2024 and has held it in 10 quarters since.
  • First Heartland Consultants's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $724K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.