Foundations Investment Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Foundations Investment 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
2025 Q3	–	Sell	-6,496	Closed	-$255K	–	1042
2025 Q2	$255K	Sell	6,496 -939	-13%	-$35.1K	﹤0.01%	803
2025 Q1	$276K	Hold	7,435	–	–	0.01%	736
2024 Q4	$287K	Sell	7,435 -33	-0.4%	-$1.27K	0.01%	669
2024 Q3	$282K	Hold	7,468	–	–	0.01%	654
2024 Q2	$270K	Buy	+7,468	New	+$261K	0.01%	632

Other funds holding APRT

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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

Foundations Investment Advisors's APRT Position: Q3 2025 in Review

Foundations Investment Advisors sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2025, closing a stake of 6,496 shares — an estimated $255K sold.

Foundations Investment Advisors first reported a position in APRT in Q2 2024 and held it in 5 quarters. The position peaked at $287K in Q4 2024. 33 funds tracked by Wall St. Rank hold APRT as of Q3 2025.

Foundations Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q3 2025 after selling out during the quarter.
Foundations Investment Advisors sold 6,496 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q3 2025, an estimated $255K.
Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2024 and held it in 5 quarters.
Foundations Investment Advisors's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $287K in Q4 2024.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.