Elevated Capital Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Elevated Capital 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	–	Sell	-22,666	Closed	-$790K	–	845
2025 Q4	$790K	Buy	22,666 +617	+3%	+$21.3K	0.18%	147
2025 Q3	$755K	Buy	22,049 +451	+2%	+$15.2K	0.19%	150
2025 Q2	$693K	Hold	21,598	–	–	0.19%	154
2025 Q1	$693K	Sell	21,598 -893	-4%	-$29.5K	0.19%	154
2024 Q4	$738K	Sell	22,491 -2,581	-10%	-$84.3K	0.2%	143
2024 Q3	$808K	Sell	25,072 -25,586	-51%	-$806K	0.21%	148
2024 Q2	$1.58M	Buy	+50,658	New	+$1.54M	0.44%	59

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Elevated Capital Advisors's APRW Position: Q1 2026 in Review

Elevated Capital Advisors sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2026, closing a stake of 22,666 shares — an estimated $790K sold.

Elevated Capital Advisors first reported a position in APRW in Q2 2024 and held it in 7 quarters. The position peaked at $1.58M in Q2 2024. 60 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

Elevated Capital Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2026 after selling out during the quarter.
Elevated Capital Advisors sold 22,666 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $790K.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and held it in 7 quarters.
Elevated Capital Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.58M in Q2 2024.
60 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.