AWA
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Authentikos Wealth Advisory’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Authentikos Wealth Advisory’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
2024
Q2 		– Sell
-49,412
Closed -$1.5M – 40
2024
Q1 		$1.5M Buy
+49,412
New +$1.48M 1.5% 18
2023
Q4 		– Sell
-11
Closed -$308 – 92
2023
Q3 		$308 Buy
+11
New +$311 ﹤0.01% 599

Other funds holding APRW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Authentikos Wealth Advisory's APRW Position: Q2 2024 in Review

Authentikos Wealth Advisory sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2024, closing a stake of 49,412 shares — an estimated $1.5M sold.

Authentikos Wealth Advisory first reported a position in APRW in Q3 2023 and held it in 2 quarters. The position peaked at $1.5M in Q1 2024. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2024.

  • Authentikos Wealth Advisory reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 49,412 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2024, an estimated $1.5M.
  • Authentikos Wealth Advisory first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.5M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2024, filed 25 Jul 2024.