CAWM
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Capital A Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Capital A Wealth Management’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 		– Sell
-10
Closed -$321 – 442
2025
Q1 		$321 Buy
+10
New +$330 ﹤0.01% 663

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Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
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Envestnet Asset Management
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 $26.4B AUM 21.05% 1-Year Est. Return

Capital A Wealth Management's APRW Position: Q2 2025 in Review

Capital A Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2025, closing a stake of 10 shares — an estimated $321 sold.

Capital A Wealth Management first reported a position in APRW in Q1 2025 and held it in 1 quarter. The position peaked at $321 in Q1 2025. 59 funds tracked by Wall St. Rank hold APRW as of Q2 2025.

  • Capital A Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 10 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2025, an estimated $321.
  • Capital A Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $321 in Q1 2025.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.