Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Advus Financial Partners, LLC’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
2026 Q2	$676K	Sell	19,862 -795	-4%	-$26.7K	0.15%	103
2026 Q1	$664K	Buy	20,657 +568	+3%	+$18.5K	0.17%	102
2025 Q4	$654K	Sell	20,089 -1,300	-6%	-$41.8K	0.16%	91
2025 Q3	$684K	Buy	21,389 +458	+2%	+$14.4K	0.16%	97
2025 Q2	$642K	Sell	20,931 -658	-3%	-$19.3K	0.16%	99
2025 Q1	$622K	Sell	21,589 -500	-2%	-$14.7K	0.17%	85
2024 Q4	$646K	Hold	22,089	–	–	0.18%	80
2024 Q3	$637K	Buy	22,089 +1,086	+5%	+$30.6K	0.18%	84
2024 Q2	$586K	Hold	21,003	–	–	0.18%	81
2024 Q1	$570K	Hold	21,003	–	–	0.18%	83
2023 Q4	$543K	Buy	+21,003	New	+$522K	0.19%	77

Other funds holding AUGW

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advus Financial Partners, LLC's AUGW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 3.8% in Q2 2026, selling an estimated $26.7K and leaving 19,862 shares worth $676K. The position accounts for 0.15% of the portfolio, ranked #103.

Advus Financial Partners, LLC first reported a position in AUGW in Q4 2023 and has held it in 11 quarters since. The position peaked at $684K in Q3 2025. 54 funds tracked by Wall St. Rank hold AUGW as of Q2 2026.

Advus Financial Partners, LLC held 19,862 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $676K as of Q2 2026.
Advus Financial Partners, LLC sold 795 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q2 2026, an estimated $26.7K.
AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.15% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #103 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2023 and has held it in 11 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $684K in Q3 2025.
54 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.