Hofer & Associates’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Hofer & Associates’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	$259K	Buy	+7,451	New	+$257K	0.18%	73

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

Hofer & Associates's AUGW Position: Q3 2026 in Review

Hofer & Associates opened a new position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q3 2026: 7,451 shares worth $259K. The stake represents 0.18% of the portfolio and ranks #73 among its holdings.

7 funds tracked by Wall St. Rank hold AUGW as of Q3 2026.

Hofer & Associates held 7,451 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $259K as of Q3 2026.
AllianzIM U.S. Equity Buffer20 Aug ETF was a new Hofer & Associates position in Q3 2026.
AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.18% of Hofer & Associates's portfolio in Q3 2026, its #73 holding.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.