NIA
AUGU

NBZ Investment Advisors’s AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF AUGU Stock Holding History

NBZ Investment Advisors’s Portfolio AUGU Stock Details AUGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Sell
72,594
-234
-0.3% -$6.87K 0.9% 21
2025
Q4 		$2.15M Hold
72,828
– – 0.93% 21
2025
Q3 		$2.11M Buy
72,828
+1,553
+2% +$43.5K 1.1% 17
2025
Q2 		$1.94M Hold
71,275
– – 1.1% 19
2025
Q1 		$1.8M Sell
71,275
-218,551
-75% -$5.74M 1.04% 19
2024
Q4 		$7.59M Buy
+289,826
New +$7.64M 4.24% 7

Other funds holding AUGU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NBZ Investment Advisors's AUGU Position: Q1 2026 in Review

NBZ Investment Advisors reduced its AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF (AUGU) stake by 0.32% in Q1 2026, selling an estimated $6.87K and leaving 72,594 shares worth $2.06M. The position accounts for 0.9% of the portfolio, ranked #21.

NBZ Investment Advisors first reported a position in AUGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.59M in Q4 2024. 20 funds tracked by Wall St. Rank hold AUGU as of Q1 2026.

  • NBZ Investment Advisors held 72,594 shares of AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF worth $2.06M as of Q1 2026.
  • NBZ Investment Advisors sold 234 AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF shares in Q1 2026, an estimated $6.87K.
  • AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF made up 0.9% of NBZ Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • NBZ Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF position peaked at $7.59M in Q4 2024.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.