Access Financial Services Inc. Has $5.67 Million Holdings in AllianzIM U.S. Large Cap Buffer20 Aug ETF $AUGW

Access Financial Services Inc. lowered its stake in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF (NYSEARCA:AUGW) by 72.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 174,351 shares of the company’s stock after selling 460,897 shares during the period. AllianzIM U.S. Large Cap Buffer20 Aug ETF makes up 2.1% of Access Financial Services Inc.’s investment portfolio, making the stock its 10th biggest holding. Access Financial Services Inc. owned about 3.82% of AllianzIM U.S. Large Cap Buffer20 Aug ETF worth $5,672,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in AUGW. 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 acquiring an additional 1,827 shares in the last quarter. Spire Wealth Management increased its holdings in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF by 2.7% during the fourth quarter. Spire Wealth Management now owns 73,220 shares of the company’s stock valued at $2,382,000 after acquiring an additional 1,953 shares in the last quarter. Joseph P. Lucia & Associates LLC raised its position in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF by 21.5% during the third quarter. Joseph P. Lucia & Associates LLC now owns 17,688 shares of the company’s stock worth $565,000 after purchasing an additional 3,125 shares during the period. Farther Finance Advisors LLC raised its position in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF by 112.7% during the third quarter. Farther Finance Advisors LLC now owns 7,615 shares of the company’s stock worth $243,000 after purchasing an additional 4,035 shares during the period. Finally, Cypress Wealth Services LLC bought a new position in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF in the 3rd quarter worth $204,000.

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

AUGW opened at $32.34 on Monday. AllianzIM U.S. Large Cap Buffer20 Aug ETF has a 1-year low of $26.17 and a 1-year high of $34.56. The company has a market cap of $135.18 million, a price-to-earnings ratio of 24.77 and a beta of 0.46. The company’s fifty day moving average price is $32.53 and its two-hundred day moving average price is $32.34.

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.