B. Riley Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

B. Riley Wealth Advisors’s Portfolio APRT Stock Details APRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$328K	Hold	8,500	–	–	0.01%	838
2024 Q3	$321K	Hold	8,500	–	–	0.01%	925
2024 Q2	$307K	Hold	8,500	–	–	0.01%	1026
2024 Q1	$262K	Hold	8,500	–	–	0.01%	1113
2023 Q4	$285K	Hold	8,500	–	–	0.01%	1078
2023 Q3	$262K	Hold	8,500	–	–	0.01%	1113
2023 Q2	$267K	Buy	+8,500	New	+$256K	0.01%	1186

Other funds holding APRT

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

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

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

AWS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's APRT Position: Q4 2024 in Review

B. Riley Wealth Advisors held its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) position steady in Q4 2024 at 8,500 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #838.

B. Riley Wealth Advisors first reported a position in APRT in Q2 2023 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold APRT as of Q4 2024.

B. Riley Wealth Advisors held 8,500 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $328K as of Q4 2024.
B. Riley Wealth Advisors left its AllianzIM U.S. Equity Buffer10 Apr ETF share count unchanged in Q4 2024.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #838 holding.
B. Riley Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2023 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.