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Atria Wealth Solutions’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.62M Buy
78,574
+5,994
+8% +$194K 0.06% 349
2025
Q1 		$2.33M Sell
72,580
-16,910
-19% -$558K 0.03% 576
2024
Q4 		$2.94M Sell
89,490
-14,446
-14% -$472K 0.03% 510
2024
Q3 		$3.35M Sell
103,936
-13,278
-11% -$418K 0.04% 459
2024
Q2 		$3.65M Buy
117,214
+96,670
+471% +$2.94M 0.04% 421
2024
Q1 		$622K Buy
+20,544
New +$615K 0.01% 1150

Other funds holding APRW

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return