First Heartland Consultants’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

First Heartland Consultants’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
2026 Q2	$579K	Sell	12,632 -450	-3%	-$20.3K	0.04%	300
2026 Q1	$556K	Sell	13,082 -1,066	-8%	-$44.7K	0.04%	272
2025 Q4	$589K	Sell	14,148 -2,495	-15%	-$102K	0.04%	264
2025 Q3	$677K	Sell	16,643 -1,653	-9%	-$66.1K	0.05%	228
2025 Q2	$718K	Buy	18,296 +1,258	+7%	+$47.1K	0.06%	206
2025 Q1	$632K	Sell	17,038 -2,406	-12%	-$93.1K	0.07%	201
2024 Q4	$750K	Sell	19,444 -543	-3%	-$20.9K	0.08%	180
2024 Q3	$755K	Sell	19,987 -4,649	-19%	-$170K	0.08%	174
2024 Q2	$891	Sell	24,636 -2,074	-8%	-$72.6K	0.06%	182
2024 Q1	$931K	Sell	26,710 -867	-3%	-$29.7K	0.1%	175
2023 Q4	$923K	Sell	27,577 -1,406	-5%	-$44.7K	0.11%	147
2023 Q3	$893K	Sell	28,983 -26,238	-48%	-$827K	0.11%	152
2023 Q2	$1.73M	Buy	+55,221	New	+$1.66M	0.22%	98

Other funds holding APRT

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

AWM

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

PFGIA

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

FFN

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

IFG

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

SWM

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

First Heartland Consultants's APRT Position: Q2 2026 in Review

First Heartland Consultants reduced its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 3.4% in Q2 2026, selling an estimated $20.3K and leaving 12,632 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #300.

First Heartland Consultants first reported a position in APRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q2 2023. 7 funds tracked by Wall St. Rank hold APRT as of Q2 2026.

First Heartland Consultants held 12,632 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $579K as of Q2 2026.
First Heartland Consultants sold 450 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q2 2026, an estimated $20.3K.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #300 holding.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2023 and has held it in 13 quarters since.
First Heartland Consultants's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $1.73M in Q2 2023.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.