OLVIG
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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer10 Aug ETF AUGT Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio AUGT Stock Details AUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63
Closed -$1.64K – 741
2023
Q4 		$1.64K Sell
63
-30
-32% -$740 ﹤0.01% 645
2023
Q3 		$2.22K Buy
+93
New +$2.27K ﹤0.01% 677

Other funds holding AUGT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AUGT Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) in Q1 2024, closing a stake of 63 shares — an estimated $1.64K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AUGT in Q3 2023 and held it in 2 quarters. The position peaked at $2.22K in Q3 2023. 23 funds tracked by Wall St. Rank hold AUGT as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer10 Aug ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 63 AllianzIM U.S. Equity Buffer10 Aug ETF shares in Q1 2024, an estimated $1.64K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer10 Aug ETF position peaked at $2.22K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Aug ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.