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Clear Point Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-1,400
Closed -$52.9K – 124
2024
Q3 		$52.9K Hold
1,400
– – 0.04% 193
2024
Q2 		$50.6K Buy
+1,400
New +$49K 0.04% 193

Other funds holding APRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Clear Point Advisors's APRT Position: Q4 2024 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q4 2024, closing a stake of 1,400 shares — an estimated $52.9K sold.

Clear Point Advisors first reported a position in APRT in Q2 2024 and held it in 2 quarters. The position peaked at $52.9K in Q3 2024. 39 funds tracked by Wall St. Rank hold APRT as of Q4 2024.

  • Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,400 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q4 2024, an estimated $52.9K.
  • Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2024 and held it in 2 quarters.
  • Clear Point Advisors's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $52.9K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.