WP
AUGT icon

WealthPLAN Partners’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-10,793
Closed -$280K – 308
2023
Q4 		$280K Buy
+10,793
New +$266K 0.03% 272

Other funds holding AUGT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WealthPLAN Partners's AUGT Position: Q1 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q1 2024, closing a stake of 10,793 shares — an estimated $280K sold.

WealthPLAN Partners first reported a position in AUGT in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 23 funds tracked by Wall St. Rank hold AUGT as of Q1 2024.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 10,793 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q1 2024, an estimated $280K.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q4 2023 and held it in 1 quarter.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $280K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.