ALLIANZIM US LC BUFFER20 AUG (AUGW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 AUG (AUGW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allianz Se, Spire Wealth Management, Westshore Wealth, Llc, Kestra Advisory Services, Llc, and Innovative Asset Advisors Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Buy | +8,914 | +39.4% | 31,547 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,526 | +2.3% | 288,312 | $9.82M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +4,294 | +16.3% | 30,568 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Gts Financial, Llc | Sell | -1,338 | -2.3% | 56,858 | $1.74M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +734 | +1.5% | 50,923 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -487 | -0.1% | 821,230 | $27.96M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +13 | — | 13 | $443.00 | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +609 | +64.6% | 1,552 | $52.84K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -6,377 | -5.8% | 104,268 | $3.55M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -702 | -2.3% | 29,853 | $1.02M | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, Llc | Sell | -3,483 | -3.2% | 103,834 | $3.54M | Q2 2026 | Aug 11, 2026 |
| Allianz Se | Buy | +36,888 | +22.5% | 200,818 | $6.84M | Q2 2026 | Aug 10, 2026 |
| Westshore Wealth, Llc | Buy | +28,836 | — | 28,836 | $981.72K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +9,623 | +8.8% | 118,420 | $4.03M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +4,496 | — | 4,496 | $153.07K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +23 | — | 23 | $783.00 | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, Llc | Buy | +21,211 | — | 21,211 | $722.13K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -6,166 | -11.0% | 49,733 | $1.69M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -137 | -0.5% | 29,149 | $992.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -19,933 | -5.0% | 376,381 | $12.81M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -27,872 | -28.9% | 68,564 | $2.33M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Sell | -54 | -3.3% | 1,602 | $54.54K | Q2 2026 | Jul 28, 2026 |
| Diligent Investors, Llc | Buy | +200 | +2.4% | 8,455 | $287.85K | Q2 2026 | Jul 24, 2026 |
| American Asset Management Inc. | Sell | -785 | -0.8% | 99,779 | $3.40M | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, Llc | Sell | -1,886 | -9.1% | 18,813 | $640.48K | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, Llc | Sell | -668 | -8.8% | 6,947 | $236.51K | Q2 2026 | Jul 17, 2026 |
| Access Financial Services, Inc. | Sell | -6,631 | -4.0% | 160,448 | $5.46M | Q2 2026 | Jul 16, 2026 |
| Pfg Advisors | Sell | -795 | -2.1% | 37,681 | $1.28M | Q2 2026 | Jul 16, 2026 |
| Spire Wealth Management | Sell | -31,098 | -42.3% | 42,492 | $1.45M | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | Buy | +593 | +2.3% | 26,404 | $898.92K | Q2 2026 | Jul 09, 2026 |
Frequently asked questions about AUGW activity
Which institutional owners are buying AUGW?
Institutional owners buying AUGW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AUGW activity?
"Buy" means an investor increased their reported position in AUGW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 AUG (AUGW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AUGW increasing?
Institutional interest in AUGW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.