Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.18M	Buy	30,130 +3,316	+12%	+$124K	0.03%	581
2025 Q1	$994K	Sell	26,814 -6,391	-19%	-$247K	0.01%	903
2024 Q4	$1.28M	Sell	33,205 -3,001	-8%	-$115K	0.01%	823
2024 Q3	$1.37M	Buy	36,206 +2,937	+9%	+$108K	0.01%	796
2024 Q2	$1.2M	Buy	33,269 +25,083	+306%	+$878K	0.01%	809
2024 Q1	$285K	Buy	+8,186	New	+$281K	﹤0.01%	1585
2023 Q4	–	Sell	-7,049	Closed	-$217K	–	1929
2023 Q3	$217K	Sell	7,049 -165	-2%	-$5.2K	﹤0.01%	1648
2023 Q2	$227K	Buy	+7,214	New	+$217K	﹤0.01%	1624

Other funds holding APRT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Atria Wealth Solutions's APRT Position: Q2 2025 in Review

Atria Wealth Solutions increased its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 12% in Q2 2025, buying an estimated $124K and bringing the position to 30,130 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #581.

Atria Wealth Solutions first reported a position in APRT in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.37M in Q3 2024. 40 funds tracked by Wall St. Rank hold APRT as of Q2 2025.

Atria Wealth Solutions held 30,130 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $1.18M as of Q2 2025.
Atria Wealth Solutions bought 3,316 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q2 2025, an estimated $124K.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #581 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $1.37M in Q3 2024.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.