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Outlook Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-355,722
Closed -$10.3M – 254
2024
Q3 		$10.3M Buy
+355,722
New +$10M 2.95% 8
2024
Q1 		– Sell
-132,558
Closed -$3.43M – 260
2023
Q4 		$3.43M Buy
132,558
+80,752
+156% +$2.01M 1.2% 19
2023
Q3 		$1.26M Buy
+51,806
New +$1.28M 0.48% 48

Other funds holding AUGW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 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
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Outlook Wealth Advisors's AUGW Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q4 2024, closing a stake of 355,722 shares — an estimated $10.3M sold.

Outlook Wealth Advisors first reported a position in AUGW in Q3 2023 and held it in 3 quarters. The position peaked at $10.3M in Q3 2024. 42 funds tracked by Wall St. Rank hold AUGW as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 355,722 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q4 2024, an estimated $10.3M.
  • Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2023 and held it in 3 quarters.
  • Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $10.3M in Q3 2024.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.