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

Moloney Securities 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
2025
Q3 		$372K Buy
+11,651
New +$365K 0.04% 317
2024
Q4 		– Sell
-7,225
Closed -$208K – 471
2024
Q3 		$208K Buy
+7,225
New +$204K 0.03% 434

Other funds holding AUGW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Moloney Securities Asset Management's AUGW Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q3 2025: 11,651 shares worth $372K. The stake represents 0.04% of the portfolio and ranks #317 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in AUGW as recently as Q3 2024.

Moloney Securities Asset Management first reported a position in AUGW in Q3 2024 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold AUGW as of Q3 2025.

  • Moloney Securities Asset Management held 11,651 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $372K as of Q3 2025.
  • AllianzIM U.S. Equity Buffer20 Aug ETF was a new Moloney Securities Asset Management position in Q3 2025.
  • AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #317 holding.
  • Moloney Securities Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2024 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.