Blue Bell Private Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.5K Hold
692
﹤0.01% 488
2025
Q4
$24.1K Hold
692
﹤0.01% 470
2025
Q3
$23.7K Hold
692
﹤0.01% 461
2025
Q2
$23.1K Buy
692
+10
+1% +$323 ﹤0.01% 456
2025
Q1
$21.9K Hold
682
﹤0.01% 450
2024
Q4
$22.4K Hold
682
﹤0.01% 437
2024
Q3
$22K Hold
682
﹤0.01% 458
2024
Q2
$21.2K Hold
682
﹤0.01% 454
2024
Q1
$20.6K Hold
682
﹤0.01% 457
2023
Q4
$20.1K Hold
682
﹤0.01% 429
2023
Q3
$19.1K Hold
682
0.01% 365
2023
Q2
$19.2K Buy
+682
New +$18.7K 0.01% 357

Other funds holding APRW

Blue Bell Private Wealth Management's APRW Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q1 2026 at 692 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Blue Bell Private Wealth Management first reported a position in APRW in Q2 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • Blue Bell Private Wealth Management held 692 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $24.5K as of Q1 2026.
  • Blue Bell Private Wealth Management left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #488 holding.
  • Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2023 and has held it in 12 quarters since.
  • 58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.