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 Q2	$10.2K	Hold	300	–	–	﹤0.01%	3386
2026 Q1	$9.64K	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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

AAM

American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors's AUGW Position: Q2 2026 in Review

IFP Advisors held its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) position steady in Q2 2026 at 300 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

IFP Advisors first reported a position in AUGW in Q3 2023 and has held it in 8 quarters since. The position peaked at $218K in Q1 2024. 16 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

IFP Advisors held 300 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $10.2K as of Q2 2026.
IFP Advisors left its AllianzIM U.S. Equity Buffer20 Aug ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Aug ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3386 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2023 and has held it in 8 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $218K in Q1 2024.
16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.