PSFG
AUGW icon

Park Square Financial Group’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Park Square Financial Group’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 		– Sell
-60
Closed -$1.84K – 300
2025
Q2 		$1.84K Hold
60
– – ﹤0.01% 904
2025
Q1 		$1.73K Buy
+60
New +$1.76K ﹤0.01% 871

Other funds holding AUGW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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

Park Square Financial Group's AUGW Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q3 2025, closing a stake of 60 shares — an estimated $1.84K sold.

Park Square Financial Group first reported a position in AUGW in Q1 2025 and held it in 2 quarters. The position peaked at $1.84K in Q2 2025. 50 funds tracked by Wall St. Rank hold AUGW as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 60 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q3 2025, an estimated $1.84K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $1.84K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.