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

$29.64 +0.09 (+0.30%)
As of 01/21/2025 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)
31
Total
Institutional Inflows
(last 12 months)
$121.41M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$26.71M
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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
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%
12/26/2024JPMorgan Chase & Co.2,255$65K0.0%N/A0.076%
12/16/2024SMART Wealth LLC51,466$1.48M0.6%N/A1.727%
11/15/2024MML Investors Services LLC32,927$950K0.0%N/A1.105%
11/12/2024Centaurus Financial Inc.13,340$385K0.0%N/A0.448%
11/5/2024First Heartland Consultants Inc.17,586$507K0.1%+4.6%0.590%
11/5/2024Harbour Investments Inc.69,481$2.00M0.1%+34.3%2.332%
10/30/2024Moloney Securities Asset Management LLC7,225$208K0.0%N/A0.242%
10/29/2024Farther Finance Advisors LLC3,580$103K0.0%N/A0.120%
10/28/2024Creative Financial Designs Inc. ADV1,804$52K0.0%+80.4%0.061%
10/28/2024Focus Financial Network Inc.60,821$1.75M0.1%+10.5%2.041%
10/25/2024Strategic Blueprint LLC96,535$2.78M0.2%-33.2%3.239%
10/23/2024 Outlook Wealth Advisors LLC355,722$10.26M2.9%N/A11.937%
10/23/2024Blackston Financial Advisory Group LLC8,898$257K0.1%N/A0.299%
10/23/2024Great 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%
10/16/2024B.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%
10/10/2024Lloyd Advisory Services LLC.222,405$6.42M3.1%N/A7.463%
10/9/2024Castle Rock Wealth Management LLC32,143$925K0.2%N/A1.079%
10/3/2024 Park Avenue Securities LLC7,681$222K0.0%-12.0%0.258%
8/22/2024Cetera Investment Advisers67,277$1.88M0.0%-28.8%2.258%
8/21/2024 Advisory Alpha LLC125,069$3.49M0.1%-1.4%4.197%
8/8/2024Wealthgarden F.S. LLC19,578$546K0.6%N/A0.657%
7/31/2024Commonwealth Equity Services LLC462,326$12.90M0.0%-17.6%15.514%
7/26/2024Harbour Investments Inc.51,745$1.44M0.0%-46.7%1.736%
7/25/2024First Heartland Consultants Inc.16,814$469K0.0%-17.8%0.564%
7/22/2024Atria Wealth Solutions Inc.29,402$821K0.0%-50.8%0.987%
5/24/2024Cetera Advisors LLC22,633$614K0.0%-88.0%0.759%
5/24/2024Cetera Investment Advisers94,513$2.56M0.0%+37.7%3.172%
5/16/2024Jane Street Group LLC1,752,561$47.55M0.0%N/A58.811%
5/10/2024Osaic Holdings Inc.300,926$8.16M0.0%-53.8%10.098%
5/8/2024Avantax 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%
4/29/2024Commonwealth Equity Services LLC560,761$15.21M0.0%-22.7%18.817%
4/23/2024Strategic Blueprint LLC144,802$3.93M0.3%-1.7%4.348%
3/4/2024Tucker Asset Management LLC1,046$27K0.0%N/A0.000%
3/1/2024Pineridge Advisors LLC1,391$36K0.0%N/A0.000%
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2/13/2024Lloyd 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%
2/9/2024Advisory Services Network LLC70,994$1.84M0.0%+0.8%0.000%
2/8/2024Allegheny Financial Group LTD9,879$255K0.1%N/A0.000%
2/7/2024Avantax Advisory Services Inc.18,827$487K0.0%+44.2%0.000%
2/6/2024Allianz Investment Management U.S. LLC179,700$4.65M0.3%-10.0%0.000%
2/2/2024Atria 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%
1/26/2024B.O.S.S. Retirement Advisors LLC111,346$2.88M0.5%-3.8%0.000%
1/25/2024Strategic Blueprint LLC147,310$3.81M0.3%N/A0.000%
1/23/2024 Advisory Alpha LLC129,252$3.34M0.2%-2.0%0.000%
1/19/2024PFG Advisors25,625$662K0.1%N/A0.000%
1/18/2024Great Lakes Retirement Inc.59,599$1.54M0.3%-19.7%0.000%
1/10/2024Creative Financial Designs Inc. ADV1,000$26K0.0%N/A0.000%
1/8/2024B.O.S.S. Retirement Advisors LLC109,730$2.66M0.6%-5.2%0.000%
11/16/2023Harbour Investments Inc.137,974$3.35M0.2%N/A0.000%
11/13/2023Envestnet Asset Management Inc.216,754$5.26M0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC231,324$5.61M0.1%N/A0.000%
11/9/2023Oliver Lagore Vanvalin Investment Group1,129$27K0.0%N/A0.000%
11/8/2023Atria Wealth Solutions Inc.14,311$347K0.0%N/A0.000%
11/8/2023Avantax Advisory Services Inc.13,055$317K0.0%N/A0.000%
11/6/2023Authentikos Wealth Advisory LLC39,309$954K0.9%N/A0.000%
11/6/2023Lincoln National Corp13,032$316K0.0%N/A0.000%
11/1/2023Csenge Advisory Group8,671$210K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC600,333$14.56M0.0%N/A0.000%
10/18/2023 Advisory Alpha LLC131,908$3.20M0.2%N/A0.000%
10/17/2023B.O.S.S. Retirement Advisors LLC115,794$2.81M0.6%N/A0.000%
10/17/2023Impact Partnership Wealth LLC7,726$187K0.1%N/A0.000%
10/12/2023IFP Advisors Inc4,066$99K0.0%N/A0.000%
10/11/2023AE 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, 47 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), Jane Street Group LLC ($47.55M), Raymond James & Associates ($20.89M), Commonwealth Equity Services LLC ($12.90M), 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 43 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 ($1.75M), Raymond James & Associates ($724.17K), Commonwealth Equity Services LLC ($600.33K), Lloyd Advisory Services LLC. ($549.86K), Outlook Wealth Advisors LLC ($436.47K), and Kestra Advisory Services LLC ($231.32K).

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

Institutional investors have bought a total of 8,656,062 shares in the last 24 months. This purchase volume represents approximately $225.04M in transactions.

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

Of the 14 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 ($263.10K), Cetera Advisors LLC ($166.29K), Strategic Blueprint LLC ($50.54K), Harbour Investments Inc. ($45.43K), Atria Wealth Solutions Inc. ($30.39K), and Cetera Investment Advisers ($27.24K).

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

Institutional investors have sold a total of 996,874 shares in the last 24 months. This volume of shares sold represents approximately $27.24M in transactions.



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