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

SMART Wealth’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
-51,466
Closed -$1.48M – 149
2024
Q3 		$1.48M Buy
+51,466
New +$1.45M 0.58% 43

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

SMART Wealth's AUGW Position: Q4 2024 in Review

SMART Wealth sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q4 2024, closing a stake of 51,466 shares — an estimated $1.48M sold.

SMART Wealth first reported a position in AUGW in Q3 2024 and held it in 1 quarter. The position peaked at $1.48M in Q3 2024. 42 funds tracked by Wall St. Rank hold AUGW as of Q4 2024.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q4 2024 after selling out during the quarter.
  • SMART Wealth sold 51,466 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q4 2024, an estimated $1.48M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2024 and held it in 1 quarter.
  • SMART Wealth's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $1.48M in Q3 2024.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q4 2024.

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