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

$26.95
+0.12 (+0.45%)
(As of 03:05 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)
26
Total
Institutional Inflows
(last 12 months)
$121.34M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$5.77M
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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
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%
2/9/2024Advisory 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%
1/29/2024Koshinski 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%
1/23/2024Advisory 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%
1/8/2024 B.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%
10/18/2023Advisory 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%
10/17/2023Impact 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, 28 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), Commonwealth Equity Services LLC ($15.21M), Lloyd Advisory Services LLC. ($8.47M), Kestra Advisory Services LLC ($5.61M), Envestnet Asset Management Inc. ($5.26M), Allianz Investment Management U.S. LLC ($4.65M), and Strategic Blueprint LLC ($3.93M).Learn more on AUGW's institutional investors.

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

Of the 26 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), Commonwealth Equity Services LLC ($600.33K), Lloyd Advisory Services LLC. ($327.45K), Kestra Advisory Services LLC ($231.32K), Envestnet Asset Management Inc. ($216.75K), Strategic Blueprint LLC ($147.31K), and Harbour Investments Inc. ($137.97K).

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

Institutional investors have bought a total of 4,954,872 shares in the last 24 months. This purchase volume represents approximately $121.34M in transactions.

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

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Aug ETF stock in the last 24 months: Commonwealth Equity Services LLC ($164.66K), Allianz Investment Management U.S. LLC ($20K), Great Lakes Retirement Inc. ($14.60K), B.O.S.S. Retirement Advisors LLC ($10.51K), Advisory Alpha LLC ($2.66K), and Strategic Blueprint LLC ($2.51K).

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

Institutional investors have sold a total of 214,934 shares in the last 24 months. This volume of shares sold represents approximately $5.77M in transactions.


This page (NYSEARCA:AUGW) was last updated on 5/2/2024 by MarketBeat.com Staff

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