AFS
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Access Financial Services’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Access Financial Services’s Portfolio APRW Stock Details APRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-54,020
Closed -$1.68M – 101
2024
Q2 		$1.68M Buy
54,020
+43,520
+414% +$1.32M 0.76% 25
2024
Q1 		$318K Buy
+10,500
New +$314K 0.14% 86

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Access Financial Services's APRW Position: Q3 2024 in Review

Access Financial Services sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2024, closing a stake of 54,020 shares — an estimated $1.68M sold.

Access Financial Services first reported a position in APRW in Q1 2024 and held it in 2 quarters. The position peaked at $1.68M in Q2 2024. 64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

  • Access Financial Services reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2024 after selling out during the quarter.
  • Access Financial Services sold 54,020 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2024, an estimated $1.68M.
  • Access Financial Services first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and held it in 2 quarters.
  • Access Financial Services's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.68M in Q2 2024.
  • 64 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2024.

Based on Access Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.