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AUGWAUGW
5 quarters

Position history for MFMerit Financial Group, LLC's holdings in ALLIANZIM US LC BUFFER20 AUG

Yes. Merit Financial Group holds 18,813 shares of AUGW (Allianzim US LC BUFFER20 Aug), worth $640,475, as of its Q2 2026 13F filing. It reduced the position by 1,886 shares (-9.1%) from Q1 2026. Merit Financial Group has held AUGW since Q2 2025, across 5 quarterly 13F filings.

Current Value

$640,475

Current Shares

18,813

Total Value Change

+$48,977

Total Shares Change

-466

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18,813
-9.1%
$640,4750.0%$34.05
0
2026-Q1
Increased
20,699
+8.0%
$665,4640.0%$32.15
27
2025-Q4
Increased
19,158
+4.4%
$623,2770.0%$32.53
26
2025-Q3
Decreased
18,358
-4.8%
$586,7050.0%$31.96
0
2025-Q2
New
19,279
-
$591,4980.0%$30.68
34

Other major holders of AUGW: AE Wealth Management LLC, JANE STREET GROUP, LLC, RAYMOND JAMES FINANCIAL INC

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