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

AE 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
Q1 		$174K Sell
4,913
-6
-0.1% -$211 ﹤0.01% 1642
2025
Q4 		$171K Sell
4,919
-1,909
-28% -$65.8K ﹤0.01% 1552
2025
Q3 		$234K Sell
6,828
-41,259
-86% -$1.39M ﹤0.01% 1320
2025
Q2 		$1.6M Sell
48,087
-1,935
-4% -$62.6K 0.01% 592
2025
Q1 		$1.61M Buy
50,022
+35,348
+241% +$1.17M 0.01% 584
2024
Q4 		$482K Sell
14,674
-10,618
-42% -$347K ﹤0.01% 921
2024
Q3 		$816K Sell
25,292
-1,771,345
-99% -$55.8M 0.01% 753
2024
Q2 		$55.9M Buy
1,796,637
+75,990
+4% +$2.31M 0.56% 36
2024
Q1 		$52.1M Buy
+1,720,647
New +$51.5M 0.59% 31
2023
Q4 		– Sell
-492,158
Closed -$13.8M – 2051
2023
Q3 		$13.8M Buy
492,158
+43,801
+10% +$1.24M 0.08% 293
2023
Q2 		$12.6M Buy
448,357
+145,236
+48% +$3.98M 0.08% 319
2023
Q1 		$8.19M Buy
+303,121
New +$8.12M 0.05% 391
2022
Q1 		– Sell
-519,142
Closed -$14M – 1666
2021
Q4 		$14M Buy
519,142
+121,051
+30% +$3.25M 0.1% 208
2021
Q3 		$10.6M Buy
398,091
+50,573
+15% +$1.34M 0.09% 231
2021
Q2 		$9.18M Buy
+347,518
New +$9.09M 0.08% 236

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 $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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 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

AE Wealth Management's APRW Position: Q1 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.12% in Q1 2026, selling an estimated $211 and leaving 4,913 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

AE Wealth Management first reported a position in APRW in Q2 2021 and has held it in 15 quarters since. The position peaked at $55.9M in Q2 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • AE Wealth Management held 4,913 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $174K as of Q1 2026.
  • AE Wealth Management sold 6 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $211.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1642 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2021 and has held it in 15 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $55.9M in Q2 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.