Envestnet Portfolio Solutions
APRW icon

Envestnet Portfolio Solutions’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-14,473
Closed -$475K – 1544
2024
Q4 		$475K Buy
14,473
+5
+0% +$163 ﹤0.01% 1272
2024
Q3 		$467K Sell
14,468
-3,017
-17% -$95K ﹤0.01% 1242
2024
Q2 		$544K Buy
+17,485
New +$531K ﹤0.01% 1107

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Envestnet Portfolio Solutions sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2025, closing a stake of 14,473 shares — an estimated $475K sold.

Envestnet Portfolio Solutions first reported a position in APRW in Q2 2024 and held it in 3 quarters. The position peaked at $544K in Q2 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 14,473 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2025, an estimated $475K.
  • Envestnet Portfolio Solutions first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $544K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2025.

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