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Epic Trust Investment Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Epic Trust Investment Advisors’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
2023
Q2 		– Sell
-39,369
Closed -$1.06M – 102
2023
Q1 		$1.06M Buy
+39,369
New +$1.12M 1.3% 17

Other funds holding APRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Epic Trust Investment Advisors's APRT Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q2 2023, closing a stake of 39,369 shares — an estimated $1.06M sold.

Epic Trust Investment Advisors first reported a position in APRT in Q1 2023 and held it in 1 quarter. The position peaked at $1.06M in Q1 2023. 25 funds tracked by Wall St. Rank hold APRT as of Q2 2023.

  • Epic Trust Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q2 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 39,369 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q2 2023, an estimated $1.06M.
  • Epic Trust Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q1 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $1.06M in Q1 2023.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.