Aurora Private Wealth’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Aurora Private Wealth’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
2022 Q4	–	Sell	-9,700	Closed	-$243K	–	146
2022 Q3	$243K	Hold	9,700	–	–	0.11%	135
2022 Q2	$246K	Hold	9,700	–	–	0.11%	139
2022 Q1	$264K	Hold	9,700	–	–	0.11%	153
2021 Q4	$262K	Hold	9,700	–	–	0.11%	153
2021 Q3	$257K	Hold	9,700	–	–	0.1%	174
2021 Q2	$256K	Buy	+9,700	New	+$254K	0.1%	167

Other funds holding APRW

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ETIA

Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aurora Private Wealth's APRW Position: Q4 2022 in Review

Aurora Private Wealth sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q4 2022, closing a stake of 9,700 shares — an estimated $243K sold.

Aurora Private Wealth first reported a position in APRW in Q2 2021 and held it in 6 quarters. The position peaked at $264K in Q1 2022. 26 funds tracked by Wall St. Rank hold APRW as of Q4 2022.

Aurora Private Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q4 2022 after selling out during the quarter.
Aurora Private Wealth sold 9,700 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q4 2022, an estimated $243K.
Aurora Private Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2021 and held it in 6 quarters.
Aurora Private Wealth's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $264K in Q1 2022.
26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.