Aspire Wealth Management’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Aspire Wealth Management’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
2024 Q3	$17.8K	Buy	+472	New	+$17.3K	0.01%	164

Other funds holding APRT

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Aspire Wealth Management's APRT Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2024: 472 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings.

39 funds tracked by Wall St. Rank hold APRT as of Q3 2024.

Aspire Wealth Management held 472 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $17.8K as of Q3 2024.
AllianzIM U.S. Equity Buffer10 Apr ETF was a new Aspire Wealth Management position in Q3 2024.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #164 holding.
39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.