AUGW — ALLIANZIM US LC BUFFER20 AUG
As of Q2 2026, 1 SEC-registered investment managers reported holding AUGW (ALLIANZIM US LC BUFFER20 AUG) in their latest 13F filings, with a combined reported value of $52.84K across 1.55K shares. That is +64.6% by share count (+609 shares) versus the previous quarter, while reported value moved +74.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 1.55K | $52.84K | 0.00% | Add |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 943 | $30.32K | 0.00% | Add |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 173 | $5.63K | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 17.73K | $566.52K | 0.00% | New |
| UBS Group AG history | 2.69K | $85.94K | 0.00% | Reduce |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 9.89K | $303.62K | 0.00% | Reduce |
| UBS Group AG history | 5.04K | $154.58K | 0.00% | Reduce |
Q1 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 11.60K | $334.36K | 0.00% | Add |
| Citadel Advisors history | 8.64K | $248.89K | 0.00% | New |
| UBS Group AG history | 6.78K | $195.26K | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 3 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 1.55K | 943 | 173 | 2.69K | 5.04K | 6.78K | — | 274 | 2.35K | 1.80K | 1.11K |
| Citadel Advisors | — | — | — | 17.73K | — | 8.64K | — | — | 15.42K | — | — |
| JPMorgan Chase & Co | — | — | — | — | 9.89K | 11.60K | 6.89K | 2.25K | — | 18.79K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details