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Cypress Wealth Services’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Cypress Wealth Services’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 		$532K Hold
14,336
– – 0.07% 225
2026
Q1 		$507K Hold
14,336
– – 0.07% 222
2025
Q4 		$500K Hold
14,336
– – 0.07% 210
2025
Q3 		$491K Hold
14,336
– – 0.08% 183
2025
Q2 		$478K Buy
+14,336
New +$464K 0.09% 176

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM

Cypress Wealth Services's APRW Position: Q2 2026 in Review

Cypress Wealth Services held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q2 2026 at 14,336 shares worth $532K. The position accounts for 0.07% of the portfolio, ranked #225.

Cypress Wealth Services first reported a position in APRW in Q2 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Cypress Wealth Services held 14,336 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $532K as of Q2 2026.
  • Cypress Wealth Services left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #225 holding.
  • Cypress Wealth Services first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.