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
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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Independent Financial Group's AUGT Position: Q4 2025 in Review

Independent Financial Group sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q4 2025, closing a stake of 7,159 shares — an estimated $250K sold.

Independent Financial Group first reported a position in AUGT in Q4 2023 and held it in 6 quarters. The position peaked at $378K in Q4 2024. 30 funds tracked by Wall St. Rank hold AUGT as of Q4 2025.

Independent Financial Group reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 7,159 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q4 2025, an estimated $250K.
Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q4 2023 and held it in 6 quarters.
Independent Financial Group's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $378K in Q4 2024.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.