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Diversify Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Diversify Wealth Management’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 		$719K Sell
19,346
-17
-0.1% -$623 0.01% 752
2026
Q1 		$706K Buy
+19,363
New +$679K 0.01% 705

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

Diversify Wealth Management's APRW Position: Q2 2026 in Review

Diversify Wealth Management reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.09% in Q2 2026, selling an estimated $623 and leaving 19,346 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #752.

Diversify Wealth Management first reported a position in APRW in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Diversify Wealth Management held 19,346 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $719K as of Q2 2026.
  • Diversify Wealth Management sold 17 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $623.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #752 holding.
  • Diversify Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.