AWM
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Accurate Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Accurate Wealth Management’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
2026
Q2 		$409K Sell
10,977
-9,029
-45% -$331K 0.04% 389
2026
Q1 		$720K Sell
20,006
-8
-0% -$281 0.09% 245
2025
Q4 		$699K Hold
20,014
– – 0.09% 236
2025
Q3 		$684K Sell
20,014
-1,200
-6% -$40.6K 0.09% 236
2025
Q2 		$710K Sell
21,214
-305
-1% -$9.86K 0.11% 205
2025
Q1 		$676K Sell
21,519
-2
-0% -$66 0.13% 164
2024
Q4 		$705K Sell
21,521
-307
-1% -$10K 0.14% 163
2024
Q3 		$706K Hold
21,828
– – 0.14% 149
2024
Q2 		$689K Buy
21,828
+3,760
+21% +$114K 0.17% 129
2024
Q1 		$533K Buy
18,068
+972
+6% +$29.1K 0.16% 145
2023
Q4 		$506K Sell
17,096
-595
-3% -$17K 0.16% 134
2023
Q3 		$500K Sell
17,691
-1,151
-6% -$32.5K 0.16% 137
2023
Q2 		$532K Buy
18,842
+3,311
+21% +$90.7K 0.17% 127
2023
Q1 		$420K Buy
15,531
+15,431
+15,431% +$413K 0.14% 150
2022
Q4 		$2.65K Buy
+100
New +$2.6K ﹤0.01% 1146

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM

Accurate Wealth Management's APRW Position: Q2 2026 in Review

Accurate Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 45% in Q2 2026, selling an estimated $331K and leaving 10,977 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #389.

Accurate Wealth Management first reported a position in APRW in Q4 2022 and has held it in 15 quarters since. The position peaked at $720K in Q1 2026. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Accurate Wealth Management held 10,977 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $409K as of Q2 2026.
  • Accurate Wealth Management sold 9,029 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $331K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Accurate Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $720K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.