Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio AUGW Stock Details AUGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,046	Closed	-$27K	–	742
2023 Q4	$27K	Sell	1,046 -83	-7%	-$2.06K	0.01%	281
2023 Q3	$27.4K	Buy	+1,129	New	+$27.8K	0.01%	309

Other funds holding AUGW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) in Q1 2024, closing a stake of 1,046 shares — an estimated $27K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AUGW in Q3 2023 and held it in 2 quarters. The position peaked at $27.4K in Q3 2023. 36 funds tracked by Wall St. Rank hold AUGW as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity Buffer20 Aug ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 1,046 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q1 2024, an estimated $27K.
Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q3 2023 and held it in 2 quarters.
Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $27.4K in Q3 2023.
36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q1 2024.

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