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AllianzIM U.S. Large Cap Buffer10 Aug ETF (AUGT) Institutional Ownership

$31.68 +0.18 (+0.57%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Aug ETF (NYSEARCA:AUGT)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$17.09M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$951.81K
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AUGT Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer10 Aug ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Access Financial Services Inc.282,720$8.79M3.9%-1.6%26.178%
1/13/2025 Elevated Capital Advisors LLC7,903$246K0.1%N/A0.732%
12/16/2024SMART Wealth LLC207,689$6.33M2.5%N/A19.230%
11/15/2024MML Investors Services LLC58,089$1.77M0.0%N/A5.379%
11/12/2024Jim Saulnier & Associates LLC25,553$779K0.8%N/A2.366%
11/6/2024Balboa Wealth Partners7,706$235K0.1%N/A0.714%
11/5/2024First Heartland Consultants Inc.20,548$627K0.1%-25.8%1.903%
11/5/2024Harbour Investments Inc.27,730$846K0.0%+65.2%2.568%
10/28/2024Focus Financial Network Inc.11,171$341K0.0%+4.1%1.034%
10/25/2024Strategic Blueprint LLC157,689$4.81M0.3%-1.0%14.601%
10/23/2024Blackston Financial Advisory Group LLC8,308$253K0.1%N/A0.769%
10/16/2024B.O.S.S. Retirement Advisors LLC6,752$206K0.0%N/A0.625%
10/9/2024Nvest Financial LLC22,818$696K0.4%N/A2.113%
8/8/2024PFG Advisors33,575$976K0.1%-2.9%3.109%
7/31/2024Commonwealth Equity Services LLC85,486$2.49M0.0%-3.1%7.915%
7/27/2024Strategic Blueprint LLC159,268$4.63M0.3%-0.6%14.747%
7/25/2024First Heartland Consultants Inc.27,703$805K0.1%+7.1%2.565%
5/24/2024Cetera Advisors LLC17,430$488K0.0%+3.6%1.614%
4/29/2024Commonwealth Equity Services LLC88,240$2.47M0.0%-13.3%8.170%
4/23/2024Strategic Blueprint LLC160,268$4.48M0.3%-0.6%14.570%
2/13/2024Lloyd Advisory Services LLC.57,958$1.51M0.7%N/A0.000%
2/12/2024Focus Financial Network Inc. ADV10,385$270K0.0%N/A0.000%
1/30/2024Prosperity Wealth Management Inc.17,413$452K0.3%+53.6%0.000%
1/26/2024B.O.S.S. Retirement Advisors LLC29,653$770K0.1%+4.8%0.000%
1/25/2024Strategic Blueprint LLC161,202$4.19M0.3%N/A0.000%
1/18/2024Great Lakes Retirement Inc.14,863$386K0.1%-19.8%0.000%
1/8/2024B.O.S.S. Retirement Advisors LLC26,811$640K0.1%-5.2%0.000%
1/5/2024WealthPLAN Partners LLC10,793$280K0.0%N/A0.000%
11/16/2023Harbour Investments Inc.11,845$283K0.0%N/A0.000%
11/7/2023Prosperity Wealth Management Inc.11,339$271K0.2%N/A0.000%
11/6/2023Authentikos Wealth Advisory LLC9,603$229K0.2%N/A0.000%
10/30/2023Blue Bell Private Wealth Management LLC2,000$48K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC89,120$2.13M0.0%N/A0.000%
10/17/2023B.O.S.S. Retirement Advisors LLC28,288$676K0.1%N/A0.000%
10/13/2023PFG Advisors34,575$826K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

AUGT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AUGT shares?

During the previous two years, 23 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Aug ETF. The most heavily invested institutionals were Access Financial Services Inc. ($8.79M), SMART Wealth LLC ($6.33M), Strategic Blueprint LLC ($4.81M), Commonwealth Equity Services LLC ($2.49M), MML Investors Services LLC ($1.77M), Lloyd Advisory Services LLC. ($1.51M), and PFG Advisors ($976K).Learn more on AUGT's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Aug ETF stock?

Of the 21 institutional investors that purchased AllianzIM U.S. Large Cap Buffer10 Aug ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SMART Wealth LLC ($207.69K), Strategic Blueprint LLC ($161.20K), Commonwealth Equity Services LLC ($89.12K), MML Investors Services LLC ($58.09K), Lloyd Advisory Services LLC. ($57.96K), B.O.S.S. Retirement Advisors LLC ($36.41K), and PFG Advisors ($34.58K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Aug ETF?

Institutional investors have bought a total of 793,170 shares in the last 24 months. This purchase volume represents approximately $21.84M in transactions.

Which AllianzIM U.S. Large Cap Buffer10 Aug ETF major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer10 Aug ETF stock in the last 24 months: Commonwealth Equity Services LLC ($16.35K), First Heartland Consultants Inc. ($7.16K), Access Financial Services Inc. ($4.53K), Great Lakes Retirement Inc. ($3.66K), Strategic Blueprint LLC ($3.51K), B.O.S.S. Retirement Advisors LLC ($1.48K), and PFG Advisors ($1K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Aug ETF?

Institutional investors have sold a total of 37,687 shares in the last 24 months. This volume of shares sold represents approximately $1.09M in transactions.



This page (NYSEARCA:AUGT) was last updated on 1/22/2025 by MarketBeat.com Staff
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