Certified Advisory Corp’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-92,235	Closed	-$3.08M	–	316
2025 Q2	$3.08M	Sell	92,235 -13,885	-13%	-$449K	0.32%	86
2025 Q1	$3.41M	Sell	106,120 -13,462	-11%	-$444K	0.39%	70
2024 Q4	$3.93M	Sell	119,582 -1,196	-1%	-$39.1K	0.43%	69
2024 Q3	$3.89M	Sell	120,778 -159	-0.1%	-$5.01K	0.43%	66
2024 Q2	$3.76M	Buy	120,937 +27,597	+30%	+$838K	0.47%	64
2024 Q1	$2.82M	Buy	+93,340	New	+$2.79M	0.39%	80

Other funds holding APRW

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Certified Advisory Corp's APRW Position: Q3 2025 in Review

Certified Advisory Corp sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2025, closing a stake of 92,235 shares — an estimated $3.08M sold.

Certified Advisory Corp first reported a position in APRW in Q1 2024 and held it in 6 quarters. The position peaked at $3.93M in Q4 2024. 56 funds tracked by Wall St. Rank hold APRW as of Q3 2025.

Certified Advisory Corp reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2025 after selling out during the quarter.
Certified Advisory Corp sold 92,235 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2025, an estimated $3.08M.
Certified Advisory Corp first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and held it in 6 quarters.
Certified Advisory Corp's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $3.93M in Q4 2024.
56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2025.

Based on Certified Advisory Corp's 13F filing for Q3 2025, filed 13 Nov 2025.