Envestnet Asset Management
APRW icon

Envestnet Asset Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Envestnet Asset 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
Q1 		$4.86M Buy
137,519
+1,065
+0.8% +$37.4K ﹤0.01% 2332
2025
Q4 		$4.76M Sell
136,454
-2,700
-2% -$93.1K ﹤0.01% 2208
2025
Q3 		$4.76M Sell
139,154
-3,574
-3% -$121K ﹤0.01% 2272
2025
Q2 		$4.76M Sell
142,728
-31,234
-18% -$1.01M ﹤0.01% 2226
2025
Q1 		$5.58M Sell
173,962
-22,949
-12% -$757K ﹤0.01% 2044
2024
Q4 		$6.46M Sell
196,911
-23,873
-11% -$780K ﹤0.01% 1929
2024
Q3 		$7.12M Sell
220,784
-10,055
-4% -$317K ﹤0.01% 1872
2024
Q2 		$7.18M Buy
230,839
+72,088
+45% +$2.19M ﹤0.01% 1771
2024
Q1 		$4.8M Sell
158,751
-26,232
-14% -$785K ﹤0.01% 2004
2023
Q4 		$5.46M Sell
184,983
-94,814
-34% -$2.71M ﹤0.01% 1832
2023
Q3 		$7.83M Buy
279,797
+912
+0.3% +$25.8K ﹤0.01% 1531
2023
Q2 		$7.84M Buy
278,885
+179,935
+182% +$4.93M ﹤0.01% 1441
2023
Q1 		$2.67M Sell
98,950
-1,287
-1% -$34.5K ﹤0.01% 2027
2022
Q4 		$2.63M Sell
100,237
-13,756
-12% -$357K ﹤0.01% 1990
2022
Q3 		$2.85M Buy
113,993
+40,639
+55% +$1.05M ﹤0.01% 1865
2022
Q2 		$1.86M Buy
+73,354
New +$1.92M ﹤0.01% 2146

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 $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
GF
GTS Financial Bloomington, Minnesota $126M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $105M AUM

Envestnet Asset Management's APRW Position: Q1 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.78% in Q1 2026, buying an estimated $37.4K and bringing the position to 137,519 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Envestnet Asset Management first reported a position in APRW in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.84M in Q2 2023. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • Envestnet Asset Management held 137,519 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $4.86M as of Q1 2026.
  • Envestnet Asset Management bought 1,065 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $37.4K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2332 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2022 and has held it in 16 quarters since.
  • Envestnet Asset Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $7.84M in Q2 2023.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.