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

FSA 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
2024
Q4 		– Sell
-9,401
Closed -$293K – 141
2024
Q3 		$293K Buy
9,401
+614
+7% +$19.3K 0.29% 102
2024
Q2 		$266K Sell
8,787
-70
-0.8% -$2.13K 0.28% 107
2024
Q1 		$268K Buy
+8,857
New +$265K 0.29% 103

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

FSA Advisors's APRW Position: Q4 2024 in Review

FSA Advisors sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q4 2024, closing a stake of 9,401 shares — an estimated $293K sold.

FSA Advisors first reported a position in APRW in Q1 2024 and held it in 3 quarters. The position peaked at $293K in Q3 2024. 63 funds tracked by Wall St. Rank hold APRW as of Q4 2024.

  • FSA Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q4 2024 after selling out during the quarter.
  • FSA Advisors sold 9,401 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q4 2024, an estimated $293K.
  • FSA Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and held it in 3 quarters.
  • FSA Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $293K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q4 2024.

Based on FSA Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.