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Foundations Investment Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Foundations Investment 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
Q1 		$248K Hold
6,998
– – ﹤0.01% 991
2025
Q4 		$244K Buy
6,998
+1
+0% +$34 ﹤0.01% 977
2025
Q3 		$240K Sell
6,997
-687
-9% -$23.2K ﹤0.01% 937
2025
Q2 		$256K Sell
7,684
-1,081
-12% -$35K ﹤0.01% 799
2025
Q1 		$281K Sell
8,765
-105
-1% -$3.46K 0.01% 726
2024
Q4 		$291K Sell
8,870
-12,788
-59% -$418K 0.01% 666
2024
Q3 		$698K Sell
21,658
-479
-2% -$15.1K 0.01% 436
2024
Q2 		$689K Buy
+22,137
New +$673K 0.02% 424

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Foundations Investment Advisors's APRW Position: Q1 2026 in Review

Foundations Investment Advisors held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q1 2026 at 6,998 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Foundations Investment Advisors first reported a position in APRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $698K in Q3 2024. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • Foundations Investment Advisors held 6,998 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $248K as of Q1 2026.
  • Foundations Investment Advisors left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #991 holding.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 8 quarters since.
  • Foundations Investment Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $698K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.