Avantax Advisory Services’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Avantax Advisory Services’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	$554K	Sell	16,617 -148	-0.9%	-$4.79K	﹤0.01%	1526
2025 Q1	$538K	Buy	16,765 +2,887	+21%	+$95.3K	﹤0.01%	1463
2024 Q4	$456K	Sell	13,878 -27,252	-66%	-$890K	﹤0.01%	1511
2024 Q3	$1.33M	Sell	41,130 -11,781	-22%	-$371K	0.01%	875
2024 Q2	$1.65M	Buy	52,911 +38,681	+272%	+$1.18M	0.01%	740
2024 Q1	$431K	Buy	14,230 +4,506	+46%	+$135K	﹤0.01%	1117
2023 Q4	$287K	Sell	9,724 -1,270	-12%	-$36.4K	﹤0.01%	1257
2023 Q3	$308K	Sell	10,994 -4,522	-29%	-$128K	﹤0.01%	1186
2023 Q2	$436K	Buy	15,516 +276	+2%	+$7.56K	0.01%	999
2023 Q1	$412K	Sell	15,240 -711	-4%	-$19K	0.01%	992
2022 Q4	$419K	Sell	15,951 -686	-4%	-$17.8K	0.01%	945
2022 Q3	$417K	Buy	16,637 +306	+2%	+$7.94K	0.01%	860
2022 Q2	$413K	Buy	+16,331	New	+$427K	0.01%	856

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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 $1.24B AUM 21.71% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

KAS

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

Avantax Advisory Services's APRW Position: Q2 2025 in Review

Avantax Advisory Services reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.88% in Q2 2025, selling an estimated $4.79K and leaving 16,617 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Avantax Advisory Services first reported a position in APRW in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.65M in Q2 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q2 2025.

Avantax Advisory Services held 16,617 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $554K as of Q2 2025.
Avantax Advisory Services sold 148 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2025, an estimated $4.79K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1526 holding.
Avantax Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2022 and has held it in 13 quarters since.
Avantax Advisory Services's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.65M in Q2 2024.
59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.