Creative Financial Designs’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Creative Financial Designs’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 Q1	$231K	Buy	6,516 +24	+0.4%	+$842	0.01%	485
2025 Q4	$226K	Sell	6,492 -78	-1%	-$2.69K	0.01%	451
2025 Q3	$225K	Hold	6,570	–	–	0.02%	452
2025 Q2	$219K	Hold	6,570	–	–	0.02%	458
2025 Q1	$211K	Sell	6,570 -632	-9%	-$20.9K	0.02%	427
2024 Q4	$236K	Sell	7,202 -10,216	-59%	-$334K	0.02%	406
2024 Q3	$562K	Buy	17,418 +12,693	+269%	+$400K	0.05%	270
2024 Q2	$147K	Hold	4,725	–	–	0.01%	499
2024 Q1	$143K	Hold	4,725	–	–	0.01%	494
2023 Q4	$139K	Hold	4,725	–	–	0.01%	469
2023 Q3	$132K	Hold	4,725	–	–	0.02%	441
2023 Q2	$133K	Hold	4,725	–	–	0.02%	423
2023 Q1	$128K	Hold	4,725	–	–	0.02%	421
2022 Q4	$124K	Sell	4,725 -1,000	-17%	-$26K	0.02%	411
2022 Q3	$143K	Hold	5,725	–	–	0.02%	358
2022 Q2	$145K	Buy	+5,725	New	+$150K	0.02%	352

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Creative Financial Designs's APRW Position: Q1 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.37% in Q1 2026, buying an estimated $842 and bringing the position to 6,516 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #485.

Creative Financial Designs first reported a position in APRW in Q2 2022 and has held it in 16 quarters since. The position peaked at $562K in Q3 2024. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

Creative Financial Designs held 6,516 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $231K as of Q1 2026.
Creative Financial Designs bought 24 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $842.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #485 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2022 and has held it in 16 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $562K in Q3 2024.
58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.