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Advyzon Investment Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Advyzon Investment 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 		$8.39M Buy
225,897
+83,708
+59% +$3.07M 0.61% 34
2026
Q1 		$5.03M Buy
142,189
+71,115
+100% +$2.5M 0.45% 51
2025
Q4 		$2.48M Buy
71,074
+63,474
+835% +$2.19M 0.29% 83
2025
Q3 		$260K Buy
+7,600
New +$257K 0.04% 357

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advyzon Investment Management's APRW Position: Q2 2026 in Review

Advyzon Investment Management increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 59% in Q2 2026, buying an estimated $3.07M and bringing the position to 225,897 shares worth $8.39M. The position accounts for 0.61% of the portfolio, ranked #34.

Advyzon Investment Management first reported a position in APRW in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Advyzon Investment Management held 225,897 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $8.39M as of Q2 2026.
  • Advyzon Investment Management bought 83,708 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $3.07M.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.61% of Advyzon Investment Management's portfolio in Q2 2026, its #34 holding.
  • Advyzon Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.