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
2025 Q2	–	Sell	-8,500	Closed	-$315K	–	1054
2025 Q1	$315K	Hold	8,500	–	–	0.01%	950
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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

AWS

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

B. Riley Wealth Advisors's APRT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q2 2025, closing a stake of 8,500 shares — an estimated $315K sold.

B. Riley Wealth Advisors first reported a position in APRT in Q2 2023 and held it in 8 quarters. The position peaked at $328K in Q4 2024. 40 funds tracked by Wall St. Rank hold APRT as of Q2 2025.

B. Riley Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,500 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q2 2025, an estimated $315K.
B. Riley Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2023 and held it in 8 quarters.
B. Riley Wealth Advisors's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $328K in Q4 2024.
40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.