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 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	$461	Buy	+14,808	New	+$450K	0.03%	274

Other funds holding APRW

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 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

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

First Heartland Consultants increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 28% in Q2 2026, buying an estimated $95.6K and bringing the position to 12,035 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #345.

First Heartland Consultants first reported a position in APRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $508K in Q3 2025. 17 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

First Heartland Consultants held 12,035 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $447K as of Q2 2026.
First Heartland Consultants bought 2,608 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $95.6K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #345 holding.
First Heartland Consultants first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 9 quarters since.
First Heartland Consultants's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $508K in Q3 2025.
17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

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