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

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$108.39M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$20.02M
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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
7/16/2025 Crown Wealth Group LLC19,886$610K0.2%N/A0.523%
7/14/2025 Park Avenue Securities LLC7,538$231K0.0%N/A0.198%
7/10/2025 Focus Financial Network Inc.39,102$1.20M0.0%-34.1%1.029%
5/19/2025Advisory Alpha LLC110,916$3.20M0.1%-1.1%2.773%
5/15/2025OLD Mission Capital LLC13,391$386K0.0%N/A0.335%
5/14/2025Kestra Advisory Services LLC46,345$1.34M0.0%-25.5%1.159%
5/13/2025Raymond James Financial Inc.799,348$23.04M0.0%-1.0%19.984%
5/9/2025Atria Wealth Solutions Inc.53,944$1.56M0.0%-1.7%0.955%
5/8/2025Harbour Investments Inc.44,123$1.27M0.0%-35.6%0.781%
5/8/2025Grantvest Financial Group LLC9,389$271K0.2%-21.6%0.166%
5/7/2025LPL Financial LLC51,124$1.47M0.0%-1.8%0.905%
5/7/2025American Asset Management Inc.122,585$3.53M3.5%-2.8%2.170%
5/6/2025Cetera Investment Advisers84,587$2.44M0.0%-4.6%1.497%
5/6/2025Avantax Advisory Services Inc.9,470$273K0.0%-14.0%0.168%
5/6/2025AE Wealth Management LLC17,036$491K0.0%-46.4%0.302%
5/6/2025PFG Advisors20,753$598K0.0%-2.4%0.367%
5/5/2025Csenge Advisory Group11,236$315K0.0%N/A0.199%
4/29/2025Envestnet Asset Management Inc.35,309$1.02M0.0%-2.0%0.625%
4/29/2025Strategic Blueprint LLC89,084$2.57M0.1%-3.6%1.577%
4/24/2025 Elevated Capital Advisors LLC148,901$4.29M1.2%+2.9%2.635%
4/23/2025Spire Wealth Management13,460$388K0.0%-27.1%0.238%
4/15/2025 Focus Financial Network Inc.59,356$1.71M0.1%-2.5%1.530%
4/8/2025Advisory Alpha LLC110,916$3.20M0.2%-1.1%2.859%
3/5/2025Castle Rock Wealth Management LLC31,465$939K0.2%-2.1%0.781%
2/18/2025First Heartland Consultants Inc.15,818$463K0.0%-10.1%0.531%
2/17/2025Cetera Investment Advisers88,626$2.59M0.0%-73.3%2.974%
2/14/2025Jane Street Group LLC22,327$653K0.0%N/A0.749%
2/14/2025Two Sigma Securities LLC7,964$233K0.0%N/A0.267%
2/13/2025Raymond James Financial Inc.807,566$23.63M0.0%N/A27.100%
2/13/2025Envestnet Asset Management Inc.36,035$1.05M0.0%-7.4%1.209%
2/12/2025Riggs Capital Management LLC19,793$579K0.6%N/A0.664%
2/12/2025JPMorgan Chase & Co.6,894$202K0.0%+205.7%0.231%
2/11/2025Grantvest Financial Group LLC11,982$351K0.4%N/A0.402%
2/11/2025LPL Financial LLC52,037$1.52M0.0%+40.5%1.746%
2/10/2025Harbour Investments Inc.68,461$2.00M0.1%-1.5%2.297%
2/10/2025Commonwealth Equity Services LLC389,940$11.41M0.0%-14.6%13.085%
2/6/2025Raymond James Financial Inc.807,566$23.63M0.0%N/A27.100%
2/5/2025Red Crane Wealth Management LLC31,405$919K0.9%N/A1.054%
1/31/2025Global Retirement Partners LLC5,421$159K0.0%N/A0.182%
1/31/2025Atria Wealth Solutions Inc.54,872$1.61M0.0%-4.0%1.841%
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1/24/2025Spire Wealth Management18,476$541K0.0%N/A0.620%
1/23/2025Strategic Blueprint LLC92,410$2.70M0.2%-4.3%3.101%
1/17/2025Advisory 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%
10/29/2024 Farther Finance Advisors LLC3,580$103K0.0%N/A0.120%
10/28/2024Creative Financial Designs Inc. ADV1,804$52K0.0%+80.4%0.061%
10/28/2024 Focus 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%
10/23/2024Outlook 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%
10/15/2024American 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%
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%
8/21/2024Advisory 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%
5/6/2024Advisory 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%
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%
2/9/2024Advisory 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%
1/29/2024Outlook Wealth Advisors LLC132,558$3.43M1.2%+155.9%0.000%
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1/29/2024Koshinski 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%
1/23/2024Advisory 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%
(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, 57 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($23.04M), Raymond James & Associates ($20.89M), Commonwealth Equity Services LLC ($11.41M), Outlook Wealth Advisors LLC ($10.26M), Osaic Holdings Inc. ($8.16M), Lloyd Advisory Services LLC. ($6.42M), and Allianz Investment Management U.S. LLC ($4.65M).Learn more on AllianzIM U.S. Large Cap Buffer20 Aug ETF's institutional investors.

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

Of the 54 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Aug ETF's 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 3,731,125 shares in the last 24 months. This purchase volume represents approximately $108.39M in transactions.

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

Of the 20 institutional investors that sold AllianzIM U.S. Large Cap Buffer20 Aug ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($275.12K), Commonwealth Equity Services LLC ($165.27K), Harbour Investments Inc. ($70.79K), Strategic Blueprint LLC ($55.48K), Atria Wealth Solutions Inc. ($33.59K), Focus Financial Network Inc. ($21.79K), and Kestra Advisory Services LLC ($15.83K).

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

Institutional investors have sold a total of 694,703 shares in the last 24 months. This volume of shares sold represents approximately $20.02M in transactions.



This page (NYSEARCA:AUGW) was last updated on 7/18/2025 by MarketBeat.com Staff
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