Diversify Advisory Services’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Diversify Advisory 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 Q3	$736K	Hold	19,346	–	–	0.01%	776
2026 Q2	$719K	Buy	+19,346	New	+$709K	0.01%	752
2026 Q1	–	Sell	-19,387	Closed	-$678K	–	245
2025 Q4	$678K	Hold	19,387	–	–	0.02%	501
2025 Q3	$667K	Sell	19,387 -2,972	-13%	-$100K	0.02%	479
2025 Q2	$757K	Sell	22,359 -934	-4%	-$30.2K	0.03%	399
2025 Q1	$745K	Sell	23,293 -585	-2%	-$19.3K	0.05%	272
2024 Q4	$783K	Sell	23,878 -3,774	-14%	-$123K	0.04%	273
2024 Q3	$898K	Sell	27,652 -1,066	-4%	-$33.6K	0.05%	272
2024 Q2	$902K	Buy	+28,718	New	+$872K	0.05%	263

Other funds holding APRW

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Diversify Advisory Services's APRW Position: Q3 2026 in Review

Diversify Advisory Services held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q3 2026 at 19,346 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #776.

Diversify Advisory Services first reported a position in APRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $902K in Q2 2024. 18 funds tracked by Wall St. Rank hold APRW as of Q3 2026.

Diversify Advisory Services held 19,346 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $736K as of Q3 2026.
Diversify Advisory Services left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #776 holding.
Diversify Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Advisory Services's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $902K in Q2 2024.
18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.