Farther Finance Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Farther Finance 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
2026 Q2	$3.25M	Buy	87,456 +7,129	+9%	+$261K	0.03%	532
2026 Q1	$2.85M	Buy	80,327 +61,515	+327%	+$2.16M	0.03%	513
2025 Q4	$656K	Hold	18,812	–	–	0.01%	1143
2025 Q3	$644K	Hold	18,812	–	–	0.01%	944
2025 Q2	$628K	Buy	18,812 +1,900	+11%	+$61.4K	0.01%	803
2025 Q1	$543K	Hold	16,912	–	–	0.01%	749
2024 Q4	$555K	Hold	16,912	–	–	0.02%	550
2024 Q3	$545K	Buy	+16,912	New	+$532K	0.02%	556
2023 Q3	–	Sell	-4,000	Closed	-$112K	–	2618
2023 Q2	$112K	Hold	4,000	–	–	0.02%	429
2023 Q1	$108K	Hold	4,000	–	–	0.03%	388
2022 Q4	$105K	Buy	+4,000	New	+$104K	0.04%	317

Other funds holding APRW

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

FHC

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Farther Finance Advisors's APRW Position: Q2 2026 in Review

Farther Finance Advisors increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 8.9% in Q2 2026, buying an estimated $261K and bringing the position to 87,456 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #532.

Farther Finance Advisors first reported a position in APRW in Q4 2022 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Farther Finance Advisors held 87,456 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $3.25M as of Q2 2026.
Farther Finance Advisors bought 7,129 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $261K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #532 holding.
Farther Finance Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2022 and has held it in 11 quarters since.
11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.