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

Aspire 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
2024 Q3	$29.6K	Buy	+917	New	+$28.9K	0.02%	158

Other funds holding APRW

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

AWS

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

KAS

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Aspire Wealth Management opened a new position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2024: 917 shares worth $29.6K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings.

64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

Aspire Wealth Management held 917 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $29.6K as of Q3 2024.
AllianzIM U.S. Equity Buffer20 Apr ETF was a new Aspire Wealth Management position in Q3 2024.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #158 holding.
64 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2024.

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