Clear Point Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Clear Point Advisors’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
2026 Q2	–	Sell	-23,937	Closed	-$847K	–	94
2026 Q1	$847K	Sell	23,937 -4,575	-16%	-$161K	0.66%	31
2025 Q4	$994K	Sell	28,512 -3,669	-11%	-$126K	0.77%	33
2025 Q3	$1.1M	Hold	32,181	–	–	0.86%	29
2025 Q2	$1.07M	Sell	32,181 -700	-2%	-$22.6K	0.9%	28
2025 Q1	$1.06M	Sell	32,881 -500	-1%	-$16.5K	0.95%	31
2024 Q4	$1.1M	Sell	33,381 -28	-0.1%	-$914	0.94%	29
2024 Q3	$1.08M	Hold	33,409	–	–	0.83%	30
2024 Q2	$1.04M	Sell	33,409 -2,650	-7%	-$80.5K	0.85%	30
2024 Q1	$1.09M	Hold	36,059	–	–	0.9%	28
2023 Q4	$1.06M	Buy	+36,059	New	+$1.03M	0.94%	27

Other funds holding APRW

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Clear Point Advisors's APRW Position: Q2 2026 in Review

Clear Point Advisors sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2026, closing a stake of 23,937 shares — an estimated $847K sold.

Clear Point Advisors first reported a position in APRW in Q4 2023 and held it in 10 quarters. The position peaked at $1.1M in Q3 2025. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Clear Point Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 23,937 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $847K.
Clear Point Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.1M in Q3 2025.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.