Westshore Wealth LLC grew its holdings in AllianzIM U.S. Large Cap Buffer20 Aug ETF (NYSEARCA:AUGW – Free Report) by 47.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,479 shares of the company’s stock after acquiring an additional 15,711 shares during the period. AllianzIM U.S. Large Cap Buffer20 Aug ETF accounts for approximately 0.5% of Westshore Wealth LLC’s holdings, making the stock its 29th largest position. Westshore Wealth LLC’s holdings in AllianzIM U.S. Large Cap Buffer20 Aug ETF were worth $1,577,000 at the end of the most recent quarter.
Several other hedge funds also recently modified their holdings of the business. Merit Financial Group LLC lifted its stake in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF by 4.4% in the 4th quarter. Merit Financial Group LLC now owns 19,158 shares of the company’s stock valued at $623,000 after purchasing an additional 800 shares during the last quarter. First Heartland Consultants Inc. boosted its holdings in AllianzIM U.S. Large Cap Buffer20 Aug ETF by 11.6% in the third quarter. First Heartland Consultants Inc. now owns 17,645 shares of the company’s stock worth $564,000 after purchasing an additional 1,827 shares in the last quarter. Spire Wealth Management boosted its holdings in AllianzIM U.S. Large Cap Buffer20 Aug ETF by 2.7% in the fourth quarter. Spire Wealth Management now owns 73,220 shares of the company’s stock worth $2,382,000 after purchasing an additional 1,953 shares in the last quarter. Lloyd Advisory Services LLC. acquired a new position in AllianzIM U.S. Large Cap Buffer20 Aug ETF during the fourth quarter worth $153,000. Finally, Allianz SE acquired a new position in AllianzIM U.S. Large Cap Buffer20 Aug ETF during the fourth quarter worth $163,000.
AllianzIM U.S. Large Cap Buffer20 Aug ETF Price Performance
NYSEARCA AUGW opened at $33.95 on Friday. AllianzIM U.S. Large Cap Buffer20 Aug ETF has a fifty-two week low of $28.50 and a fifty-two week high of $34.56. The stock’s 50-day moving average is $33.58 and its two-hundred day moving average is $32.89. The firm has a market cap of $141.91 million, a P/E ratio of 24.77 and a beta of 0.42.
AllianzIM U.S. Large Cap Buffer20 Aug ETF 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.
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