BFC Planning, Inc.’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.3M Sell
35,071
-257
-0.7% -$9.42K 0.05% 333
2026
Q1
$1.25M Sell
35,328
-2,098
-6% -$73.6K 0.06% 320
2025
Q4
$1.3M Sell
37,426
-679
-2% -$23.4K 0.06% 306
2025
Q3
$1.3M Sell
38,105
-255
-0.7% -$8.62K 0.09% 193
2025
Q2
$1.28M Buy
38,360
+580
+2% +$18.8K 0.1% 183
2025
Q1
$1.21M Buy
37,780
+7,295
+24% +$241K 0.11% 176
2024
Q4
$1M Buy
+30,485
New +$996K 0.08% 202

Other funds holding APRW

BFC Planning, Inc.'s APRW Position: Q2 2026 in Review

BFC Planning, Inc. reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.73% in Q2 2026, selling an estimated $9.42K and leaving 35,071 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #333.

BFC Planning, Inc. first reported a position in APRW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 70 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • BFC Planning, Inc. held 35,071 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $1.3M as of Q2 2026.
  • BFC Planning, Inc. sold 257 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $9.42K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #333 holding.
  • BFC Planning, Inc. first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.3M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.