AllianzIM U.S. Large Cap Buffer20 Aug ETF $AUGW Stake Lessened by Westshore Wealth LLC

Westshore Wealth LLC lessened its holdings in AllianzIM U.S. Large Cap Buffer20 Aug ETF (NYSEARCA:AUGW) by 30.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 33,794 shares of the company’s stock after selling 14,685 shares during the period. Westshore Wealth LLC owned about 0.81% of AllianzIM U.S. Large Cap Buffer20 Aug ETF worth $1,086,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Raymond James Financial Inc. boosted its position in AllianzIM U.S. Large Cap Buffer20 Aug ETF by 0.9% during the 3rd quarter. Raymond James Financial Inc. now owns 830,518 shares of the company’s stock worth $26,543,000 after acquiring an additional 7,690 shares during the period. Allianz Investment Management LLC purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF in the fourth quarter worth approximately $3,751,000. Kestra Advisory Services LLC boosted its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF by 20.0% during the first quarter. Kestra Advisory Services LLC now owns 96,436 shares of the company’s stock worth $3,100,000 after purchasing an additional 16,066 shares during the period. GTS Financial LLC acquired a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF during the first quarter worth approximately $1,871,000. Finally, World Investment Advisors purchased a new position in AllianzIM U.S. Large Cap Buffer20 Aug ETF during the fourth quarter valued at approximately $1,633,000.

AllianzIM U.S. Large Cap Buffer20 Aug ETF Stock Performance

Shares of NYSEARCA AUGW opened at $34.29 on Friday. The stock has a market cap of $133.73 million, a price-to-earnings ratio of 24.77 and a beta of 0.42. The business has a 50 day simple moving average of $34.02 and a 200 day simple moving average of $33.25. AllianzIM U.S. Large Cap Buffer20 Aug ETF has a 52 week low of $30.91 and a 52 week high of $34.56.

AllianzIM U.S. Large Cap Buffer20 Aug ETF Company Profile

The AllianzIM U.S. Large Cap Buffer20 Aug ETF (AUGW) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF Trust over a specific holdings period. The actively managed fund holds options and collateral. AUGW was launched on Jul 31, 2023 and is issued by Allianz.