Global Retirement Partners
AUGW icon

Global Retirement Partners’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Global Retirement Partners’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 		$185K Buy
+5,421
New +$182K ﹤0.01% 1631
2025
Q4 		$176K Hold
5,421
– – ﹤0.01% 1545
2025
Q3 		$173K Hold
5,421
– – ﹤0.01% 1251
2025
Q2 		$166K Buy
+5,421
New +$159K ﹤0.01% 1184
2024
Q4 		$159K Buy
+5,421
New +$158K ﹤0.01% 1051

Other funds holding AUGW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $85.1B AUM 27.35% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Global Retirement Partners's AUGW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q2 2026: 5,421 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #1631 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AUGW as recently as Q4 2025.

Global Retirement Partners first reported a position in AUGW in Q4 2024 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

  • Global Retirement Partners held 5,421 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $185K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Aug ETF was a new Global Retirement Partners position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1631 holding.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2024 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.