Koshinski Asset Management
AUGW icon

Koshinski Asset Management’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Koshinski Asset Management’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
2024
Q1 		– Sell
-8,555
Closed -$221K – 584
2023
Q4 		$221K Buy
+8,555
New +$213K 0.03% 456

Other funds holding AUGW

Jane Street
Jane Street New York $777B AUM 61.18% 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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Koshinski Asset Management's AUGW Position: Q1 2024 in Review

Koshinski Asset Management sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q1 2024, closing a stake of 8,555 shares — an estimated $221K sold.

Koshinski Asset Management first reported a position in AUGW in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 36 funds tracked by Wall St. Rank hold AUGW as of Q1 2024.

  • Koshinski Asset Management reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q1 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 8,555 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q1 2024, an estimated $221K.
  • Koshinski Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2023 and held it in 1 quarter.
  • Koshinski Asset Management's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $221K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q1 2024.

Based on Koshinski Asset Management's 13F filing for Q1 2024, filed 8 May 2024.