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B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

B.O.S.S. Retirement Advisors’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
Q3 		– Sell
-9,967
Closed -$310K – 207
2024
Q2 		$310K Buy
+9,967
New +$303K 0.08% 146
2023
Q2 		– Sell
-23,361
Closed -$631K – 241
2023
Q1 		$631K Buy
+23,361
New +$626K 0.15% 165

Other funds holding APRW

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

B.O.S.S. Retirement Advisors's APRW Position: Q3 2024 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2024, closing a stake of 9,967 shares — an estimated $310K sold.

B.O.S.S. Retirement Advisors first reported a position in APRW in Q1 2023 and held it in 2 quarters. The position peaked at $631K in Q1 2023. 64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

  • B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 9,967 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2024, an estimated $310K.
  • B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2023 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $631K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.