Envestnet Portfolio Solutions
APRT icon

Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Envestnet Portfolio Solutions’s Portfolio APRT Stock Details APRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,050
Closed -$233K – 1543
2024
Q4 		$233K Buy
+6,050
New +$233K ﹤0.01% 1617

Other funds holding APRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Portfolio Solutions's APRT Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q1 2025, closing a stake of 6,050 shares — an estimated $233K sold.

Envestnet Portfolio Solutions first reported a position in APRT in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 34 funds tracked by Wall St. Rank hold APRT as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,050 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q1 2025, an estimated $233K.
  • Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $233K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.