Carson Wealth (CWM LLC)
APRW icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Carson Wealth (CWM LLC)’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
-39
Closed -$1K – 5105
2025
Q1 		$1K Hold
39
– – ﹤0.01% 4859
2024
Q4 		$1K Hold
39
– – ﹤0.01% 4651
2024
Q3 		$1K Hold
39
– – ﹤0.01% 4504
2024
Q2 		$1K Buy
+39
New +$1.19K ﹤0.01% 4302

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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

Carson Wealth (CWM LLC)'s APRW Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2025, closing a stake of 39 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in APRW in Q2 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2025. 59 funds tracked by Wall St. Rank hold APRW as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 39 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.