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EverSource Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

EverSource Wealth 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
2025
Q1 		– Sell
-80
Closed -$2.63K – 4025
2024
Q4 		$2.63K Sell
80
-300
-79% -$9.8K ﹤0.01% 2614
2024
Q3 		$12.3K Buy
+380
New +$12K ﹤0.01% 1751

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

EverSource Wealth Advisors's APRW Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2025, closing a stake of 80 shares — an estimated $2.63K sold.

EverSource Wealth Advisors first reported a position in APRW in Q3 2024 and held it in 2 quarters. The position peaked at $12.3K in Q3 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 80 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2025, an estimated $2.63K.
  • EverSource Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $12.3K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.