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 Q3	$1.39M	Buy	36,815 +26,684	+263%	+$1M	0.01%	981
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 $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $132M AUM 27.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Concurrent Investment Advisors's APRW Position: Q3 2026 in Review

Concurrent Investment Advisors increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 263% in Q3 2026, buying an estimated $1M and bringing the position to 36,815 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #981.

Concurrent Investment Advisors first reported a position in APRW in Q3 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold APRW as of Q3 2026.

Concurrent Investment Advisors held 36,815 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $1.39M as of Q3 2026.
Concurrent Investment Advisors bought 26,684 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2026, an estimated $1M.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #981 holding.
Concurrent Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.