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GeoWealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-21
Closed -$689 – 1098
2024
Q4 		$689 Hold
21
– – ﹤0.01% 1714
2024
Q3 		$677 Sell
21
-12,231
-100% -$385K ﹤0.01% 1617
2024
Q2 		$381K Sell
12,252
-1,164
-9% -$35.4K 0.02% 506
2024
Q1 		$406K Buy
+13,416
New +$402K 0.02% 493

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
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GeoWealth Management's APRW Position: Q1 2025 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2025, closing a stake of 21 shares — an estimated $689 sold.

GeoWealth Management first reported a position in APRW in Q1 2024 and held it in 4 quarters. The position peaked at $406K in Q1 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2025.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 21 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2025, an estimated $689.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and held it in 4 quarters.
  • GeoWealth Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $406K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.