IFP Advisors’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

IFP 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	$10.4K	Hold	300	–	–	﹤0.01%	3363
2026 Q2	$10.2K	Hold	300	–	–	﹤0.01%	3386
2026 Q1	$9.6K	Buy	300 +100	+50%	+$3.26K	﹤0.01%	3163
2025 Q4	$6.51K	Hold	200	–	–	﹤0.01%	3282
2025 Q3	$6.39K	Buy	+200	New	+$6.27K	﹤0.01%	3123
2024 Q3	–	Sell	-5,995	Closed	-$167K	–	3313
2024 Q2	$167K	Sell	5,995 -2,041	-25%	-$55.8K	0.01%	1125
2024 Q1	$218K	Hold	8,036	–	–	0.01%	956
2023 Q4	$208K	Buy	8,036 +3,970	+98%	+$98.8K	0.01%	931
2023 Q3	$98.6K	Buy	+4,066	New	+$100K	﹤0.01%	1259

Other funds holding AUGW

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

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

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

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

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

IFP Advisors's AUGW Position: Q3 2026 in Review

IFP Advisors held its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) position steady in Q3 2026 at 300 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

IFP Advisors first reported a position in AUGW in Q3 2023 and has held it in 9 quarters since. The position peaked at $218K in Q1 2024. 32 funds tracked by Wall St. Rank hold AUGW as of Q3 2026.

IFP Advisors held 300 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $10.4K as of Q3 2026.
IFP Advisors left its AllianzIM U.S. Equity Buffer20 Aug ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3363 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2023 and has held it in 9 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $218K in Q1 2024.
32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.