Farther Finance Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Farther Finance 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
2024 Q4	–	Sell	-3,750	Closed	-$142K	–	4004
2024 Q3	$142K	Hold	3,750	–	–	0.01%	1147
2024 Q2	$136K	Hold	3,750	–	–	0.01%	1002
2024 Q1	$131K	Hold	3,750	–	–	0.01%	851
2023 Q4	$126K	Hold	3,750	–	–	0.01%	722
2023 Q3	$115K	Hold	3,750	–	–	0.02%	514
2023 Q2	$118K	Hold	3,750	–	–	0.03%	412
2023 Q1	$111K	Hold	3,750	–	–	0.03%	380
2022 Q4	$103K	Buy	+3,750	New	+$102K	0.04%	324

Other funds holding APRT

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Farther Finance Advisors's APRT Position: Q4 2024 in Review

Farther Finance Advisors sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q4 2024, closing a stake of 3,750 shares — an estimated $142K sold.

Farther Finance Advisors first reported a position in APRT in Q4 2022 and held it in 8 quarters. The position peaked at $142K in Q3 2024. 39 funds tracked by Wall St. Rank hold APRT as of Q4 2024.

Farther Finance Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q4 2024 after selling out during the quarter.
Farther Finance Advisors sold 3,750 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q4 2024, an estimated $142K.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q4 2022 and held it in 8 quarters.
Farther Finance Advisors's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $142K in Q3 2024.
39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.