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AllianzIM U.S. Large Cap Buffer20 Aug ETF (AUGW) Institutional Ownership

$29.72 -0.14 (-0.47%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Aug ETF (NYSEARCA:AUGW)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$155.03M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$35.45M
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AUGW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Aug ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 First Heartland Consultants Inc.15,818$463K0.0%-10.1%0.531%
2/17/2025 Cetera Investment Advisers88,626$2.59M0.0%-73.3%2.974%
2/14/2025 Jane Street Group LLC22,327$653K0.0%N/A0.749%
2/14/2025 Two Sigma Securities LLC7,964$233K0.0%N/A0.267%
2/13/2025 Raymond James Financial Inc.807,566$23.63M0.0%N/A27.100%
2/13/2025 Envestnet Asset Management Inc.36,035$1.05M0.0%-7.4%1.209%
2/12/2025 Riggs Capital Management LLC19,793$579K0.6%N/A0.664%
2/12/2025 JPMorgan Chase & Co.6,894$202K0.0%+205.7%0.231%
2/11/2025 Grantvest Financial Group LLC11,982$351K0.4%N/A0.402%
2/11/2025 LPL Financial LLC52,037$1.52M0.0%+40.5%1.746%
2/10/2025 Harbour Investments Inc.68,461$2.00M0.1%-1.5%2.297%
2/10/2025 Commonwealth Equity Services LLC389,940$11.41M0.0%-14.6%13.085%
2/6/2025 Raymond James Financial Inc.807,566$23.63M0.0%N/A27.100%
2/5/2025 Red Crane Wealth Management LLC31,405$919K0.9%N/A1.054%
1/31/2025 Global Retirement Partners LLC5,421$159K0.0%N/A0.182%
1/31/2025 Atria Wealth Solutions Inc.54,872$1.61M0.0%-4.0%1.841%
1/24/2025 Spire Wealth Management18,476$541K0.0%N/A0.620%
1/23/2025 Strategic Blueprint LLC92,410$2.70M0.2%-4.3%3.101%
1/17/2025 Advisory Alpha LLC112,192$3.28M0.1%-4.0%3.765%
1/13/2025 Elevated Capital Advisors LLC144,701$4.23M1.2%+37.0%4.856%
12/26/2024 JPMorgan Chase & Co.2,255$65K0.0%N/A0.076%
12/16/2024 SMART Wealth LLC51,466$1.48M0.6%N/A1.727%
11/15/2024 MML Investors Services LLC32,927$950K0.0%N/A1.105%
11/12/2024Centaurus Financial Inc.13,340$385K0.0%N/A0.448%
11/5/2024 First Heartland Consultants Inc.17,586$507K0.1%+4.6%0.590%
11/5/2024 Harbour Investments Inc.69,481$2.00M0.1%+34.3%2.332%
10/30/2024 Moloney Securities Asset Management LLC7,225$208K0.0%N/A0.242%
10/29/2024 Farther Finance Advisors LLC3,580$103K0.0%N/A0.120%
10/28/2024 Creative Financial Designs Inc. ADV1,804$52K0.0%+80.4%0.061%
10/28/2024 Focus Financial Network Inc.60,821$1.75M0.1%+10.5%2.041%
10/25/2024 Strategic Blueprint LLC96,535$2.78M0.2%-33.2%3.239%
10/23/2024 Outlook Wealth Advisors LLC355,722$10.26M2.9%N/A11.937%
10/23/2024 Blackston Financial Advisory Group LLC8,898$257K0.1%N/A0.299%
10/23/2024 Great Lakes Retirement Inc.115,080$3.32M0.4%N/A3.862%
10/22/2024 Elevated Capital Advisors LLC105,630$3.05M0.8%N/A3.545%
10/18/2024Raymond James & Associates724,171$20.89M0.0%N/A24.301%
10/16/2024 B.O.S.S. Retirement Advisors LLC37,842$1.09M0.2%N/A1.270%
10/15/2024 American Asset Management Inc.126,320$3.64M3.9%N/A4.239%
10/10/2024 Lloyd Advisory Services LLC.222,405$6.42M3.1%N/A7.463%
10/9/2024Castle Rock Wealth Management LLC32,143$925K0.2%N/A1.079%
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10/3/2024 Park Avenue Securities LLC7,681$222K0.0%-12.0%0.258%
8/22/2024 Cetera Investment Advisers67,277$1.88M0.0%-28.8%2.258%
8/21/2024 Advisory Alpha LLC125,069$3.49M0.1%-1.4%4.197%
8/8/2024 Wealthgarden F.S. LLC19,578$546K0.6%N/A0.657%
7/31/2024 Commonwealth Equity Services LLC462,326$12.90M0.0%-17.6%15.514%
7/26/2024 Harbour Investments Inc.51,745$1.44M0.0%-46.7%1.736%
7/25/2024 First Heartland Consultants Inc.16,814$469K0.0%-17.8%0.564%
7/22/2024 Atria Wealth Solutions Inc.29,402$821K0.0%-50.8%0.987%
5/24/2024Cetera Advisors LLC22,633$614K0.0%-88.0%0.759%
5/24/2024 Cetera Investment Advisers94,513$2.56M0.0%+37.7%3.172%
5/16/2024 Jane Street Group LLC1,752,561$47.55M0.0%N/A58.811%
5/10/2024 Osaic Holdings Inc.300,926$8.16M0.0%-53.8%10.098%
5/8/2024 Avantax Advisory Services Inc.16,950$460K0.0%-10.0%0.569%
5/6/2024 Advisory Alpha LLC126,827$3.44M0.1%-1.9%4.256%
4/29/2024 Commonwealth Equity Services LLC560,761$15.21M0.0%-22.7%18.817%
4/23/2024 Strategic Blueprint LLC144,802$3.93M0.3%-1.7%4.348%
3/4/2024 Tucker Asset Management LLC1,046$27K0.0%N/A0.000%
3/1/2024 Pineridge Advisors LLC1,391$36K0.0%N/A0.000%
2/13/2024 Lloyd Advisory Services LLC.327,454$8.47M4.0%N/A0.000%
2/12/2024Focus Financial Network Inc. ADV54,732$1.42M0.1%N/A0.000%
2/9/2024 Advisory Services Network LLC70,994$1.84M0.0%+0.8%0.000%
2/8/2024 Allegheny Financial Group LTD9,879$255K0.1%N/A0.000%
2/7/2024 Avantax Advisory Services Inc.18,827$487K0.0%+44.2%0.000%
2/6/2024 Allianz Investment Management U.S. LLC179,700$4.65M0.3%-10.0%0.000%
2/2/2024 Atria Wealth Solutions Inc.62,139$1.61M0.0%+334.2%0.000%
1/29/2024 Outlook Wealth Advisors LLC132,558$3.43M1.2%+155.9%0.000%
1/29/2024 Koshinski Asset Management Inc.8,555$221K0.0%N/A0.000%
1/26/2024 B.O.S.S. Retirement Advisors LLC111,346$2.88M0.5%-3.8%0.000%
1/25/2024 Strategic Blueprint LLC147,310$3.81M0.3%N/A0.000%
1/23/2024 Advisory Alpha LLC129,252$3.34M0.2%-2.0%0.000%
1/19/2024 PFG Advisors25,625$662K0.1%N/A0.000%
1/18/2024 Great Lakes Retirement Inc.59,599$1.54M0.3%-19.7%0.000%
1/10/2024 Creative Financial Designs Inc. ADV1,000$26K0.0%N/A0.000%
1/8/2024 B.O.S.S. Retirement Advisors LLC109,730$2.66M0.6%-5.2%0.000%
11/16/2023 Harbour Investments Inc.137,974$3.35M0.2%N/A0.000%
11/13/2023 Envestnet Asset Management Inc.216,754$5.26M0.0%N/A0.000%
11/13/2023 Kestra Advisory Services LLC231,324$5.61M0.1%N/A0.000%
11/9/2023Oliver Lagore Vanvalin Investment Group1,129$27K0.0%N/A0.000%
11/8/2023 Atria Wealth Solutions Inc.14,311$347K0.0%N/A0.000%
11/8/2023 Avantax Advisory Services Inc.13,055$317K0.0%N/A0.000%
11/6/2023 Authentikos Wealth Advisory LLC39,309$954K0.9%N/A0.000%
11/6/2023 Lincoln National Corp13,032$316K0.0%N/A0.000%
11/1/2023 Csenge Advisory Group8,671$210K0.0%N/A0.000%
10/23/2023 Commonwealth Equity Services LLC600,333$14.56M0.0%N/A0.000%
10/18/2023 Advisory Alpha LLC131,908$3.20M0.2%N/A0.000%
10/17/2023 B.O.S.S. Retirement Advisors LLC115,794$2.81M0.6%N/A0.000%
10/17/2023 Impact Partnership Wealth LLC7,726$187K0.1%N/A0.000%
10/12/2023 IFP Advisors Inc4,066$99K0.0%N/A0.000%
10/11/2023 AE Wealth Management LLC2,707,545$65.69M0.4%N/A0.000%
(Data available from 1/1/2016 forward)

AUGW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AUGW shares?

During the previous two years, 55 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF. The most heavily invested institutionals were AE Wealth Management LLC ($65.69M), Raymond James Financial Inc. ($23.63M), Raymond James & Associates ($20.89M), Commonwealth Equity Services LLC ($11.41M), Outlook Wealth Advisors LLC ($10.26M), Osaic Holdings Inc. ($8.16M), and Lloyd Advisory Services LLC. ($6.42M).Learn more on AUGW's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Aug ETF stock?

Of the 51 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Aug ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($2.71M), Jane Street Group LLC ($1.77M), Raymond James Financial Inc. ($1.62M), Raymond James & Associates ($724.17K), Commonwealth Equity Services LLC ($600.33K), Lloyd Advisory Services LLC. ($549.86K), and Outlook Wealth Advisors LLC ($436.47K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Aug ETF?

Institutional investors have bought a total of 10,408,189 shares in the last 24 months. This purchase volume represents approximately $276.30M in transactions.

Which AllianzIM U.S. Large Cap Buffer20 Aug ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold AllianzIM U.S. Large Cap Buffer20 Aug ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($350.66K), Commonwealth Equity Services LLC ($329.94K), Cetera Investment Advisers ($271.08K), Cetera Advisors LLC ($166.29K), Strategic Blueprint LLC ($54.66K), Harbour Investments Inc. ($46.45K), and Atria Wealth Solutions Inc. ($32.67K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Aug ETF?

Institutional investors have sold a total of 1,319,612 shares in the last 24 months. This volume of shares sold represents approximately $36.68M in transactions.



This page (NYSEARCA:AUGW) was last updated on 2/22/2025 by MarketBeat.com Staff
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