Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-157	Closed	-$5.47K	–	659
2026 Q1	$5.47K	Buy	+157	New	+$5.6K	﹤0.01%	547
2024 Q4	–	Sell	-12,923	Closed	-$394K	–	102
2024 Q3	$394K	Buy	+12,923	New	+$382K	0.19%	62
2024 Q1	–	Sell	-57,958	Closed	-$1.51M	–	130
2023 Q4	$1.51M	Buy	+57,958	New	+$1.43M	0.71%	32

Other funds holding AUGT

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Lloyd Advisory Services's AUGT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q2 2026, closing a stake of 157 shares — an estimated $5.47K sold.

Lloyd Advisory Services first reported a position in AUGT in Q4 2023 and held it in 3 quarters. The position peaked at $1.51M in Q4 2023. 28 funds tracked by Wall St. Rank hold AUGT as of Q2 2026.

Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 157 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q2 2026, an estimated $5.47K.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q4 2023 and held it in 3 quarters.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $1.51M in Q4 2023.
28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.