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AUGT icon

SMART Wealth’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

SMART Wealth’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
2024
Q4 		– Sell
-207,689
Closed -$6.33M – 148
2024
Q3 		$6.33M Buy
+207,689
New +$6.14M 2.48% 10

Other funds holding AUGT

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

SMART Wealth's AUGT Position: Q4 2024 in Review

SMART Wealth sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q4 2024, closing a stake of 207,689 shares — an estimated $6.33M sold.

SMART Wealth first reported a position in AUGT in Q3 2024 and held it in 1 quarter. The position peaked at $6.33M in Q3 2024. 29 funds tracked by Wall St. Rank hold AUGT as of Q4 2024.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q4 2024 after selling out during the quarter.
  • SMART Wealth sold 207,689 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q4 2024, an estimated $6.33M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q3 2024 and held it in 1 quarter.
  • SMART Wealth's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $6.33M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.