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Coppell Advisory Solutions’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-424
Closed -$13.9K – 415
2024
Q4 		$13.9K Hold
424
– – ﹤0.01% 999
2024
Q3 		$13.6K Hold
424
– – ﹤0.01% 991
2024
Q2 		$13.2K Buy
+424
New +$12.9K ﹤0.01% 930

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Coppell Advisory Solutions's APRW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2025, closing a stake of 424 shares — an estimated $13.9K sold.

Coppell Advisory Solutions first reported a position in APRW in Q2 2024 and held it in 3 quarters. The position peaked at $13.9K in Q4 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 424 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2025, an estimated $13.9K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $13.9K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.