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

$33.50 +0.08 (+0.24%)
As of 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)
32
Total
Institutional Inflows
(last 12 months)
$43.99M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$27.30M
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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
4/30/2026 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%
3/17/2026Forty three Eighteen Advisors LLC9,000$293K0.2%N/A0.199%
3/13/2026 World Investment Advisors50,189$1.63M0.0%N/A1.108%
2/25/2026Westshore Wealth LLC48,479$1.58M0.5%+47.9%1.070%
2/18/2026OLD Mission Capital LLC25,738$837K0.0%+85.7%0.568%
2/17/2026Cetera 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%
2/11/2026LPL Financial LLC121,712$3.96M0.0%-1.9%2.687%
2/11/2026Allianz Investment Management LLC115,287$3.75M2.3%N/A2.545%
2/9/2026Harbour Investments Inc.35,168$1.14M0.0%-18.4%0.776%
2/6/2026Lloyd Advisory Services LLC.4,711$153K0.1%N/A0.104%
2/6/2026Advisory 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%
2/4/2026 World Investment Advisors50,189$1.63M0.0%N/A1.108%
2/2/2026Grantvest Financial Group LLC6,768$220K0.1%-13.2%0.149%
1/30/2026 Strategic Blueprint LLC80,266$2.61M0.2%-2.6%1.772%
1/28/2026Joseph P. Lucia & Associates LLC16,343$532K0.2%-7.6%0.358%
1/27/2026PFG 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%
1/7/2026American Asset Management Inc.101,692$3.31M2.8%-0.3%2.225%
11/17/2025Westshore 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%
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%
11/13/2025PFG Advisors39,576$1.27M0.1%+86.0%0.842%
11/10/2025 First Heartland Consultants Inc.17,645$564K0.0%+11.6%0.375%
11/5/2025American 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%
11/4/2025Grantvest Financial Group LLC7,799$249K0.2%-8.4%0.166%
11/3/2025AE 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%
10/20/2025Joseph 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%
8/12/2025American Asset Management Inc.121,265$3.72M3.4%-1.1%3.150%
8/12/2025JPMorgan Chase & Co.9,895$304K0.0%-14.7%0.257%
8/7/2025PFG Advisors21,283$653K0.0%+2.6%0.560%
8/6/2025AE Wealth Management LLC17,514$537K0.0%+2.8%0.461%
8/4/2025 Spire Wealth Management8,064$247K0.0%-40.1%0.212%
8/1/2025Advisory 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%
7/29/2025Joseph P. Lucia & Associates LLC14,563$447K0.2%N/A0.383%
7/28/2025Harbour 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%
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%
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%


AUGW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AUGW shares?

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.

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: Jane Street Group LLC ($1.77M), 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), and Elevated Capital Advisors LLC ($148.90K).

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

Institutional investors have bought a total of 1,375,523 shares in the last 24 months. This purchase volume represents approximately $43.99M in transactions.

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

Of the 26 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), Harbour Investments Inc. ($55.03K), Focus Financial Network Inc. ($32.64K), Osaic Holdings Inc. ($27.84K), American Asset Management Inc. ($24.42K), and Red Crane Wealth Management LLC ($23.95K).

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

Institutional investors have sold a total of 855,513 shares in the last 24 months. This volume of shares sold represents approximately $27.30M in transactions.



This page (NYSEARCA:AUGW) was last updated on 5/5/2026 by MarketBeat.com Staff.
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