Independent Financial Group
AUGT icon

Independent Financial Group’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Independent Financial Group’s Portfolio AUGT Stock Details AUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$226K Buy
+5,767
New +$224K ﹤0.01% 1433
2025
Q4 		– Sell
-7,159
Closed -$250K – 1412
2025
Q3 		$250K Buy
+7,159
New +$243K 0.01% 1175
2025
Q1 		– Sell
-12,170
Closed -$378K – 1186
2024
Q4 		$378K Hold
12,170
– – 0.01% 805
2024
Q3 		$371K Buy
12,170
+4,170
+52% +$123K 0.01% 780
2024
Q2 		$233K Hold
8,000
– – 0.01% 957
2024
Q1 		$224K Hold
8,000
– – 0.01% 918
2023
Q4 		$208K Buy
+8,000
New +$197K 0.01% 878

Other funds holding AUGT

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group's AUGT Position: Q3 2026 in Review

Independent Financial Group opened a new position in AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q3 2026: 5,767 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1433 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in AUGT as recently as Q3 2025.

Independent Financial Group first reported a position in AUGT in Q4 2023 and has held it in 7 quarters since. The position peaked at $378K in Q4 2024. 3 funds tracked by Wall St. Rank hold AUGT as of Q3 2026.

  • Independent Financial Group held 5,767 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $226K as of Q3 2026.
  • AllianzIM U.S. Equity Buffer10 Aug ETF was a new Independent Financial Group position in Q3 2026.
  • AllianzIM U.S. Equity Buffer10 Aug ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1433 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q4 2023 and has held it in 7 quarters since.
  • Independent Financial Group's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $378K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.