Westshore Wealth LLC Has $1.58 Million Stock Position in AllianzIM U.S. Large Cap Buffer20 Aug ETF $AUGW

Westshore Wealth LLC increased its position in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF (NYSEARCA:AUGW) by 47.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,479 shares of the company’s stock after acquiring an additional 15,711 shares during the quarter. AllianzIM U.S. Large Cap Buffer20 Aug ETF accounts for about 0.5% of Westshore Wealth LLC’s holdings, making the stock its 29th largest position. Westshore Wealth LLC owned approximately 1.07% of AllianzIM U.S. Large Cap Buffer20 Aug ETF worth $1,577,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Merit Financial Group LLC boosted its stake in 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 worth $623,000 after purchasing an additional 800 shares during the period. First Heartland Consultants Inc. raised its stake in AllianzIM U.S. Large Cap Buffer20 Aug ETF by 11.6% during the 3rd quarter. First Heartland Consultants Inc. now owns 17,645 shares of the company’s stock valued at $564,000 after purchasing an additional 1,827 shares during the period. Spire Wealth Management lifted its holdings in shares of 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 valued at $2,382,000 after purchasing an additional 1,953 shares in the last quarter. Lloyd Advisory Services LLC. purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF in the fourth quarter valued at $153,000. Finally, Allianz SE purchased a new stake in shares of AllianzIM U.S. Large Cap Buffer20 Aug ETF in the fourth quarter valued at $163,000.

AllianzIM U.S. Large Cap Buffer20 Aug ETF Trading Up 0.2%

Shares of AUGW stock opened at $33.95 on Friday. AllianzIM U.S. Large Cap Buffer20 Aug ETF has a 1-year low of $28.50 and a 1-year high of $34.56. The company has a market capitalization of $141.91 million, a price-to-earnings ratio of 24.77 and a beta of 0.42. The stock’s fifty day simple moving average is $33.58 and its 200-day simple moving average is $32.89.

About AllianzIM U.S. Large Cap Buffer20 Aug ETF

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.