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DHJJ Financial Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

DHJJ Financial 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
Q1 		$192K Sell
5,428
-575
-10% -$20.2K 0.06% 201
2025
Q4 		$209K Sell
6,003
-35
-0.6% -$1.21K 0.07% 184
2025
Q3 		$207K Sell
6,038
-320
-5% -$10.8K 0.07% 170
2025
Q2 		$212K Sell
6,358
-35
-0.5% -$1.13K 0.08% 166
2025
Q1 		$205K Sell
6,393
-2,690
-30% -$88.8K 0.08% 158
2024
Q4 		$298K Sell
9,083
-570
-6% -$18.6K 0.12% 127
2024
Q3 		$311K Sell
9,653
-1,485
-13% -$46.8K 0.12% 122
2024
Q2 		$347K Sell
11,138
-200
-2% -$6.08K 0.15% 115
2024
Q1 		$343K Sell
11,338
-127
-1% -$3.8K 0.15% 101
2023
Q4 		$338K Sell
11,465
-180
-2% -$5.15K 0.16% 98
2023
Q3 		$326K Sell
11,645
-1,600
-12% -$45.2K 0.17% 96
2023
Q2 		$372K Hold
13,245
– – 0.19% 97
2023
Q1 		$358K Sell
13,245
-870
-6% -$23.3K 0.19% 98
2022
Q4 		$371K Sell
14,115
-780
-5% -$20.2K 0.21% 93
2022
Q3 		$373K Hold
14,895
– – 0.22% 88
2022
Q2 		$377K Buy
14,895
+6,415
+76% +$168K 0.21% 90
2022
Q1 		$258K Hold
8,480
– – 0.12% 114
2021
Q4 		$229K Buy
8,480
+190
+2% +$5.1K 0.11% 123
2021
Q3 		$220K Buy
8,290
+40
+0.5% +$1.06K 0.11% 117
2021
Q2 		$218K Buy
+8,250
New +$216K 0.12% 114

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

DHJJ Financial Advisors's APRW Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 9.6% in Q1 2026, selling an estimated $20.2K and leaving 5,428 shares worth $192K. The position accounts for 0.06% of the portfolio, ranked #201.

DHJJ Financial Advisors first reported a position in APRW in Q2 2021 and has held it in 20 quarters since. The position peaked at $377K in Q2 2022. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • DHJJ Financial Advisors held 5,428 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $192K as of Q1 2026.
  • DHJJ Financial Advisors sold 575 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $20.2K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.06% of DHJJ Financial Advisors's portfolio in Q1 2026, its #201 holding.
  • DHJJ Financial Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2021 and has held it in 20 quarters since.
  • DHJJ Financial Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $377K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.