AUGZ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Performance as of Sept. 21, 2026

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PeriodPrice returnTotal return
1M▲ +0.87%▲ +0.87%
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▲ +0.72%▲ +0.72%
Volatility 1Y·
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*·

Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

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Last month (Jun 2026) -$4.1M
Quarter ending Jun 2026 -$30.9M
Trailing 12 months +$11.6M Jul 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 17 holdings

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NameCUSIPValue%Balance Category Country
Treasury Bill 912797RF6 $35.9M 87.65 35,976,500 DBT US
The Options Clearing Corp · $1.6M 3.98 139 DE US
The Options Clearing Corp · $1.6M 3.92 137 DE US
The Options Clearing Corp · $1.2M 3.02 136 DE US
The Options Clearing Corp · $170K 0.41 33 DE US
The Options Clearing Corp · $133K 0.32 24 DE US
The Options Clearing Corp · $76K 0.19 10 DE US
The Options Clearing Corp · $55K 0.13 16 DE US
The Options Clearing Corp · $38K 0.09 9 DE US
The Options Clearing Corp · $34K 0.08 5 DE US
The Options Clearing Corp · $29K 0.07 5 DE US
STATE STREET INSTITUTIONAL US 857492656 $24K 0.06 23,646 STIV US
The Options Clearing Corp · $16K 0.04 7 DE US
The Options Clearing Corp · $12K 0.03 3 DE US
The Options Clearing Corp · -$6K -0.01 -225 DE US
The Options Clearing Corp · -$6K -0.01 -226 DE US
The Options Clearing Corp · -$6K -0.01 -228 DE US

Sector breakdown

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Other/Unmapped 100.0%

Dividends 4 payments

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3.30%TTM yield
$1.53TTM payout / share
Annual (est.)
Ex-dateAmount / share
Dec. 24, 2025$1.5340
Dec. 27, 2024$1.5740
Dec. 27, 2023$1.1620
Dec. 29, 2022$0.1230

Institutional owners (13F) 22 filers

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Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
TrueMark Investments, LLC $21,800,087 66.18% 480,502 Shares June 30, 2026
Weaver Consulting Group $4,803,317 14.58% 105,871 Shares June 30, 2026
Capital Investment Advisory Services, LLC $1,464,551 4.45% 32,281 Shares June 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC $1,270,340 3.86% 28,000 Shares June 30, 2026
OSAIC HOLDINGS, INC. $920,241 2.79% 20,282 Shares June 30, 2026
OLD MISSION CAPITAL LLC $882,525 2.68% 19,452 Shares June 30, 2026
Valtinson Bruner Financial Planning LLC $491,441 1.49% 10,832 Shares June 30, 2026
FIDUCIARY FINANCIAL ADVISORS $343,627 1.04% 7,574 Shares June 30, 2026
Stratos Wealth Partners, LTD. $308,240 0.94% 6,794 Shares June 30, 2026
JANE STREET GROUP, LLC $283,332 0.86% 6,245 Shares June 30, 2026
Aptus Capital Advisors, LLC $97,635 0.30% 2,152 Shares June 30, 2026
Arax Advisory Partners $75,631 0.23% 1,667 Shares June 30, 2026
AE Wealth Management LLC $63,389 0.19% 1,397 Shares June 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $50,451 0.15% 1,112 Shares June 30, 2026
IFG Advisory, LLC $39,380 0.12% 868 Shares June 30, 2026
HARBOUR INVESTMENTS, INC. $27,448 0.08% 605 Shares June 30, 2026
DHJJ Financial Advisors, Ltd. $12,704 0.04% 280 Shares June 30, 2026
Mosley Wealth Management $2,722 0.01% 60 Shares June 30, 2026
Lloyd Advisory Services, LLC. $2,228 0.01% 49 Shares June 30, 2026
TOUNJIAN ADVISORY PARTNERS, LLC $771 0.00% 17 Shares June 30, 2026
HRT FINANCIAL LP $512 0.00% 11,307 Shares June 30, 2026
UBS Group AG $45 0.00% 1 Shares June 30, 2026

Peer funds

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