IPW
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Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-7,726
Closed -$187K – 850
2023
Q3 		$187K Buy
+7,726
New +$190K 0.06% 188

Other funds holding AUGW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Impact Partnership Wealth's AUGW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q4 2023, closing a stake of 7,726 shares — an estimated $187K sold.

Impact Partnership Wealth first reported a position in AUGW in Q3 2023 and held it in 1 quarter. The position peaked at $187K in Q3 2023. 37 funds tracked by Wall St. Rank hold AUGW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 7,726 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q4 2023, an estimated $187K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $187K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.