WG
AUGW icon

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

Wealth 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
Q2 		– Sell
-11,920
Closed -$344K – 99
2025
Q1 		$344K Sell
11,920
-5,600
-32% -$165K 0.22% 96
2024
Q4 		$513K Hold
17,520
– – 0.33% 67
2024
Q3 		$505K Buy
17,520
+1,763
+11% +$49.7K 0.34% 72
2024
Q2 		$440K Hold
15,757
– – 0.32% 76
2024
Q1 		$427K Buy
+15,757
New +$417K 0.32% 77

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wealth Group's AUGW Position: Q2 2025 in Review

Wealth Group sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q2 2025, closing a stake of 11,920 shares — an estimated $344K sold.

Wealth Group first reported a position in AUGW in Q1 2024 and held it in 5 quarters. The position peaked at $513K in Q4 2024. 45 funds tracked by Wall St. Rank hold AUGW as of Q2 2025.

  • Wealth Group reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 11,920 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2025, an estimated $344K.
  • Wealth Group first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $513K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.