First Heartland Consultants’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

First Heartland Consultants’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 Q3	$360K	Sell	9,507 -2,528	-21%	-$94.9K	0.02%	416
2026 Q2	$447K	Buy	12,035 +2,608	+28%	+$95.6K	0.03%	345
2026 Q1	$333K	Sell	9,427 -63	-0.7%	-$2.21K	0.03%	375
2025 Q4	$331K	Sell	9,490 -5,351	-36%	-$184K	0.03%	396
2025 Q3	$508K	Sell	14,841 -287	-2%	-$9.7K	0.04%	284
2025 Q2	$505K	Buy	15,128 +5,076	+50%	+$164K	0.04%	265
2025 Q1	$333K	Sell	10,052 -3,619	-26%	-$119K	0.03%	326
2024 Q4	$449K	Hold	13,671	–	–	0.05%	257
2024 Q3	$441K	Sell	13,671 -1,137	-8%	-$35.8K	0.05%	267
2024 Q2	$461K	Buy	+14,808	New	+$450K	0.03%	274

Other funds holding APRW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

First Heartland Consultants's APRW Position: Q3 2026 in Review

First Heartland Consultants reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 21% in Q3 2026, selling an estimated $94.9K and leaving 9,507 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #416.

First Heartland Consultants first reported a position in APRW in Q2 2024 and has held it in 10 quarters since. The position peaked at $508K in Q3 2025. 7 funds tracked by Wall St. Rank hold APRW as of Q3 2026.

First Heartland Consultants held 9,507 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $360K as of Q3 2026.
First Heartland Consultants sold 2,528 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2026, an estimated $94.9K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #416 holding.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 10 quarters since.
First Heartland Consultants's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $508K in Q3 2025.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.