Independent Financial Group
AUGW icon

Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Independent Financial Group’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 		$304K Hold
8,754
– – 0.01% 1243
2026
Q2 		$298K Hold
8,754
– – 0.01% 1248
2026
Q1 		$281K Hold
8,754
– – 0.01% 1194
2025
Q4 		$285K Buy
8,754
+872
+11% +$28K 0.01% 1176
2025
Q3 		$252K Buy
+7,882
New +$247K 0.01% 1169

Other funds holding AUGW

CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Independent Financial Group held its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) position steady in Q3 2026 at 8,754 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1243.

Independent Financial Group first reported a position in AUGW in Q3 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold AUGW as of Q3 2026.

  • Independent Financial Group held 8,754 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $304K as of Q3 2026.
  • Independent Financial Group 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 Independent Financial Group's portfolio in Q3 2026, its #1243 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2026.

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