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

$29.28 +0.16 (+0.55%)
(As of 12/20/2024 04:32 PM ET)

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)
$120.89M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$27.10M
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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
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%
11/12/2024 Centaurus 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%
10/9/2024 Castle Rock Wealth Management LLC32,143$925K0.2%N/A1.079%
10/3/2024 Park Avenue Securities LLC7,681$222K0.0%-12.0%0.258%
8/22/2024 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%
7/31/2024Commonwealth 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%
4/29/2024Commonwealth 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%
3/4/2024Tucker Asset Management LLC1,046$27K0.0%N/A0.000%
3/1/2024Pineridge 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%
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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%
11/9/2023 Oliver 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%
10/23/2023Commonwealth Equity Services LLC600,333$14.56M0.0%N/A0.000%
10/18/2023 Advisory Alpha LLC131,908$3.20M0.2%N/A0.000%
10/17/2023 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%
10/12/2023IFP 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, 46 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 42 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 8,614,736 shares in the last 24 months. This purchase volume represents approximately $223.83M 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 992,148 shares in the last 24 months. This volume of shares sold represents approximately $27.10M in transactions.



This page (NYSEARCA:AUGW) was last updated on 12/22/2024 by MarketBeat.com Staff
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