Concurrent Investment Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Concurrent Investment 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	$376K	Sell	10,131 -135	-1%	-$4.95K	﹤0.01%	1561
2026 Q1	$363K	Hold	10,266	–	–	﹤0.01%	1384
2025 Q4	$358K	Sell	10,266 -876	-8%	-$30.2K	﹤0.01%	1297
2025 Q3	$381K	Buy	+11,142	New	+$377K	0.01%	1044

Other funds holding APRW

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Concurrent Investment Advisors's APRW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 1.3% in Q2 2026, selling an estimated $4.95K and leaving 10,131 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Concurrent Investment Advisors first reported a position in APRW in Q3 2025 and has held it in 4 quarters since. The position peaked at $381K in Q3 2025. 26 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Concurrent Investment Advisors held 10,131 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $376K as of Q2 2026.
Concurrent Investment Advisors sold 135 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $4.95K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1561 holding.
Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2025 and has held it in 4 quarters since.
Concurrent Investment Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $381K in Q3 2025.
26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.