Go Pro
→ Buy These Stocks Before August 31st (From TradeSmith) (Ad)tc pixel Free AUGW Stock Alerts

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

$34.76 -0.03 (-0.09%)
As of 08/14/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$43.35M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$22.93M
Get AUGW Insider Trade Alerts

Want to know when executives and insiders are buying or selling AllianzIM U.S. Large Cap Buffer20 Aug ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AUGW Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.26,404$899K0.0%+2.3%0.674%
5/27/2026 Westshore Wealth LLC33,794$1.09M0.4%-30.3%0.808%
5/19/2026GTS Financial LLC58,196$1.87M1.4%N/A1.392%
5/13/2026 Cetera Investment Advisers110,645$3.56M0.0%-1.0%2.647%
5/7/2026 American Asset Management Inc.100,564$3.23M2.8%-1.1%2.406%
5/6/2026 Independent Financial Group LLC8,754$281K0.0%N/A0.209%
4/30/2026 Elevated Capital Advisors LLC2,652$85K0.0%-97.8%0.063%
4/30/2026 Kestra Advisory Services LLC96,436$3.10M0.0%+20.0%2.307%
3/17/2026 Forty three Eighteen Advisors LLC9,000$293K0.2%N/A0.199%
3/13/2026World Investment Advisors50,189$1.63M0.0%N/A1.108%
2/25/2026 Westshore Wealth LLC48,479$1.58M0.5%+47.9%1.070%
2/18/2026OLD Mission Capital LLC25,738$837K0.0%+85.7%0.568%
2/17/2026 Cetera Investment Advisers111,815$3.64M0.0%-6.9%2.468%
2/17/2026Osaic Holdings Inc.324,879$10.57M0.0%-4.6%7.172%
2/16/2026 MML Investors Services LLC18,580$604K0.0%+48.7%0.410%
2/13/2026 Kestra Advisory Services LLC80,370$2.62M0.0%+15.6%1.774%
2/13/2026Allianz SE5,000$163K0.0%N/A0.110%
2/12/2026 Commonwealth Equity Services LLC424,653$13.82M0.0%-1.6%9.374%
2/11/2026 LPL Financial LLC121,712$3.96M0.0%-1.9%2.687%
2/11/2026Allianz Investment Management LLC115,287$3.75M2.3%N/A2.545%
2/9/2026 Harbour Investments Inc.35,168$1.14M0.0%-18.4%0.776%
2/6/2026 Lloyd Advisory Services LLC.4,711$153K0.1%N/A0.104%
2/6/2026 Advisory Alpha LLC108,101$3.52M0.1%-1.9%2.386%
2/5/2026 Aegis Wealth Management Inc.12,407$404K0.3%N/A0.274%
2/5/2026 Castle Rock Wealth Management LLC40,759$1.33M0.3%-5.5%0.900%
2/4/2026World Investment Advisors50,189$1.63M0.0%N/A1.108%
2/2/2026 Grantvest Financial Group LLC6,768$220K0.1%-13.2%0.149%
1/30/2026 Strategic Blueprint LLC80,266$2.61M0.2%-2.6%1.772%
1/28/2026 Joseph P. Lucia & Associates LLC16,343$532K0.2%-7.6%0.358%
1/27/2026 PFG Advisors38,476$1.25M0.1%-2.8%0.842%
1/27/2026 Elevated Capital Advisors LLC121,589$3.96M0.9%-5.0%2.661%
1/26/2026 Merit Financial Group LLC19,158$623K0.0%+4.4%0.419%
1/21/2026 Access Financial Services Inc.174,351$5.67M2.1%-72.6%3.815%
1/14/2026 Spire Wealth Management73,220$2.38M0.1%+2.7%1.602%
1/12/2026 Focus Financial Network Inc.26,715$869K0.0%-31.1%0.585%
1/9/2026 First Heartland Consultants Inc.17,065$555K0.0%-3.3%0.373%
1/7/2026 American Asset Management Inc.101,692$3.31M2.8%-0.3%2.225%
11/17/2025 Westshore Wealth LLC32,768$1.05M0.4%N/A0.697%
11/17/2025Susquehanna International Group LLP44,372$1.42M0.0%+200.9%0.944%
11/17/2025Citadel Advisors LLC17,726$567K0.0%N/A0.377%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
11/14/2025Raymond James Financial Inc.830,518$26.54M0.0%+0.9%17.671%
11/14/2025 Diligent Investors LLC8,454$270K0.1%N/A0.180%
11/13/2025 PFG Advisors39,576$1.27M0.1%+86.0%0.842%
11/10/2025 First Heartland Consultants Inc.17,645$564K0.0%+11.6%0.375%
11/5/2025 American Asset Management Inc.102,007$3.26M2.9%-15.9%2.170%
11/5/2025Moloney Securities Asset Management LLC11,651$372K0.0%N/A0.248%
11/5/2025 Envestnet Asset Management Inc.48,227$1.54M0.0%+20.1%1.026%
11/4/2025 Grantvest Financial Group LLC7,799$249K0.2%-8.4%0.166%
11/3/2025 AE Wealth Management LLC14,265$456K0.0%-18.6%0.304%
10/23/2025 Spire Wealth Management71,267$2.28M0.1%+783.8%1.516%
10/23/2025 Strategic Blueprint LLC82,442$2.64M0.1%-2.1%1.754%
10/23/2025 Park Avenue Securities LLC68,334$2.18M0.0%+806.5%1.454%
10/22/2025 Crown Wealth Group LLC18,289$585K0.2%-8.0%0.389%
10/22/2025 Commonwealth Equity Services LLC431,648$13.80M0.0%+13.8%9.184%
10/20/2025 Merit Financial Group LLC18,358$587K0.0%-4.8%0.391%
10/20/2025 Access Financial Services Inc.635,248$20.30M7.4%N/A13.516%
10/20/2025 Joseph P. Lucia & Associates LLC17,688$565K0.2%+21.5%0.376%
10/16/2025 Castle Rock Wealth Management LLC43,132$1.38M0.3%+37.1%0.918%
10/15/2025 Cypress Wealth Services LLC6,372$204K0.0%N/A0.136%
10/14/2025 Farther Finance Advisors LLC7,615$243K0.0%+112.7%0.162%
10/10/2025 Focus Financial Network Inc.38,770$1.24M0.0%-0.8%0.825%
9/4/2025Osaic Holdings Inc.243,073$7.46M0.0%-4.8%6.314%
8/14/2025Ausdal Financial Partners Inc.6,742$207K0.0%N/A0.175%
8/14/2025Raymond James Financial Inc.822,828$25.25M0.0%+2.9%21.372%
8/12/2025 American Asset Management Inc.121,265$3.72M3.4%-1.1%3.150%
8/12/2025 JPMorgan Chase & Co.9,895$304K0.0%-14.7%0.257%
8/7/2025 PFG Advisors21,283$653K0.0%+2.6%0.560%
8/6/2025 AE Wealth Management LLC17,514$537K0.0%+2.8%0.461%
8/4/2025 Spire Wealth Management8,064$247K0.0%-40.1%0.212%
8/1/2025 Advisory Alpha LLC110,470$3.39M0.1%-0.4%2.907%
8/1/2025 Envestnet Asset Management Inc.40,156$1.23M0.0%+13.7%1.057%
7/30/2025 Strategic Blueprint LLC84,241$2.59M0.1%-5.4%2.217%
7/30/2025 Red Crane Wealth Management LLC7,451$229K0.2%-76.3%0.196%
7/30/2025 Mid American Wealth Advisory Group Inc.1,125$35K0.0%N/A0.030%
7/29/2025 Joseph P. Lucia & Associates LLC14,563$447K0.2%N/A0.383%
7/28/2025 Harbour Investments Inc.21,382$656K0.0%-51.5%0.563%
7/25/2025Atria Wealth Solutions Inc.48,142$1.48M0.0%-10.8%1.267%
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%
A Dark Day Is Coming to America (Ad)

Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift in the AI market is approaching, and time is short to prepare. Kaplan points to August 31st as a key turning point for AI investing. He argues the next phase will separate winners from losers, and reveals what he's watching instead of big names like Nvidia.tc pixel

See Keith Kaplan's full AI market briefing before August 31st
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%
4/24/2025Elevated Capital Advisors LLC148,901$4.29M1.2%+2.9%2.635%
4/23/2025Spire Wealth Management13,460$388K0.0%-27.1%0.238%
4/15/2025Focus 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%


AUGW Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 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. ($26.54M), Raymond James & Associates ($20.89M), Commonwealth Equity Services LLC ($13.82M), Osaic Holdings Inc. ($10.57M), Outlook Wealth Advisors LLC ($10.26M), Access Financial Services Inc. ($5.67M), and LPL Financial LLC ($3.96M).Learn more on AllianzIM U.S. Large Cap Buffer20 Aug ETF's institutional investors.

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: Raymond James Financial Inc. ($1.65M), Raymond James & Associates ($724.17K), Access Financial Services Inc. ($635.25K), Outlook Wealth Advisors LLC ($355.72K), Lloyd Advisory Services LLC. ($227.12K), Elevated Capital Advisors LLC ($148.90K), and American Asset Management Inc. ($126.32K).

Institutional investors have bought a total of 1,350,486 shares in the last 24 months. This purchase volume represents approximately $43.35M in transactions.

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: Access Financial Services Inc. ($460.90K), Elevated Capital Advisors LLC ($125.28K), Osaic Holdings Inc. ($27.84K), American Asset Management Inc. ($20.70K), Westshore Wealth LLC ($14.69K), Focus Financial Network Inc. ($12.39K), and Cetera Investment Advisers ($9.44K).

Institutional investors have sold a total of 707,572 shares in the last 24 months. This volume of shares sold represents approximately $22.93M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AUGW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your 10X AI demo is starting…
Keith Kaplan, the AI expert behind tools used by more than 100000 investors, built his models with an investme...
TradeSmith | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Elon admits defeat
Elon Musk just called Anthropic the clear leader in AI, admitting its Mythos model surpasses anything he's bui...
Weiss Ratings | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel