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American Portfolios Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

American Portfolios Advisors’s Portfolio APRT Stock Details APRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$430K Buy
16,728
+134
+0.8% +$3.67K 0.02% 700
2022
Q2 		$438K Buy
16,594
+8,843
+114% +$246K 0.02% 719
2022
Q1 		$231K Buy
7,751
+7,205
+1,320% +$208K 0.01% 1093
2021
Q4 		$16K Hold
546
– – ﹤0.01% 2415
2021
Q3 		$15.3K Hold
546
– – ﹤0.01% 2391
2021
Q2 		$15.2K Buy
+546
New +$14.9K ﹤0.01% 2330

Other funds holding APRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

American Portfolios Advisors's APRT Position: Q3 2022 in Review

American Portfolios Advisors increased its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 0.81% in Q3 2022, buying an estimated $3.67K and bringing the position to 16,728 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #700.

American Portfolios Advisors first reported a position in APRT in Q2 2021 and has held it in 6 quarters since. The position peaked at $438K in Q2 2022. 16 funds tracked by Wall St. Rank hold APRT as of Q3 2022.

  • American Portfolios Advisors held 16,728 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $430K as of Q3 2022.
  • American Portfolios Advisors bought 134 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q3 2022, an estimated $3.67K.
  • AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #700 holding.
  • American Portfolios Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $438K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.