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

LPL Financial’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	$2.86M	Buy	73,110 +44,184	+153%	+$1.72M	﹤0.01%	3406
2026 Q2	$1.1M	Sell	28,926 -11,070	-28%	-$412K	﹤0.01%	4349
2026 Q1	$1.39M	Sell	39,996 -1,645	-4%	-$58.6K	﹤0.01%	3846
2025 Q4	$1.48M	Sell	41,641 -5,326	-11%	-$187K	﹤0.01%	3674
2025 Q3	$1.64M	Buy	46,967 +16,763	+55%	+$569K	﹤0.01%	3500
2025 Q2	$992K	Buy	+30,204	New	+$930K	﹤0.01%	3769
2025 Q1	–	Sell	-6,977	Closed	-$217K	–	5356
2024 Q4	$217K	Sell	6,977 -396	-5%	-$12.3K	﹤0.01%	4761
2024 Q3	$225K	Buy	+7,373	New	+$218K	﹤0.01%	4647
2024 Q2	–	Sell	-7,443	Closed	-$208K	–	5026
2024 Q1	$208K	Buy	+7,443	New	+$200K	﹤0.01%	4479

Other funds holding AUGT

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

LPL Financial's AUGT Position: Q3 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) stake by 153% in Q3 2026, buying an estimated $1.72M and bringing the position to 73,110 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

LPL Financial first reported a position in AUGT in Q1 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold AUGT as of Q3 2026.

LPL Financial held 73,110 shares of AllianzIM U.S. Equity Buffer10 Aug ETF worth $2.86M as of Q3 2026.
LPL Financial bought 44,184 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q3 2026, an estimated $1.72M.
AllianzIM U.S. Equity Buffer10 Aug ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3406 holding.
LPL Financial first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q1 2024 and has held it in 9 quarters since.
17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.