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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
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 $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $105M AUM

Advyzon Investment Management's APRW Position: Q1 2026 in Review

Advyzon Investment Management increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 100% in Q1 2026, buying an estimated $2.5M and bringing the position to 142,189 shares worth $5.03M. The position accounts for 0.45% of the portfolio, ranked #51.

Advyzon Investment Management first reported a position in APRW in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • Advyzon Investment Management held 142,189 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $5.03M as of Q1 2026.
  • Advyzon Investment Management bought 71,115 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $2.5M.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.45% of Advyzon Investment Management's portfolio in Q1 2026, its #51 holding.
  • Advyzon Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.