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 Q2	$411K	Buy	11,070 +4,072	+58%	+$149K	﹤0.01%	838
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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Foundations Investment Advisors's APRW Position: Q2 2026 in Review

Foundations Investment Advisors increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 58% in Q2 2026, buying an estimated $149K and bringing the position to 11,070 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Foundations Investment Advisors first reported a position in APRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $698K in Q3 2024. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Foundations Investment Advisors held 11,070 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $411K as of Q2 2026.
Foundations Investment Advisors bought 4,072 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $149K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #838 holding.
Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $698K in Q3 2024.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.