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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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return