BFC Planning, Inc.’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

BFC Planning, Inc.’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	$19.9K	Buy	+524	New	+$19.5K	﹤0.01%	2020

Other funds holding AUGT

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

BFC Planning, Inc.'s AUGT Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q2 2026: 524 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings.

29 funds tracked by Wall St. Rank hold AUGT as of Q2 2026.

BFC Planning, Inc. held 524 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $19.9K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Aug ETF was a new BFC Planning, Inc. position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Aug ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2020 holding.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.