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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.24B AUM 21.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

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

Atria Wealth Solutions increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 8.3% in Q2 2025, buying an estimated $194K and bringing the position to 78,574 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #349.

Atria Wealth Solutions first reported a position in APRW in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.65M in Q2 2024. 60 funds tracked by Wall St. Rank hold APRW as of Q2 2025.

Atria Wealth Solutions held 78,574 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $2.62M as of Q2 2025.
Atria Wealth Solutions bought 5,994 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2025, an estimated $194K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #349 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and has held it in 6 quarters since.
Atria Wealth Solutions's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $3.65M in Q2 2024.
60 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2025.

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