GPS Wealth Strategies Group’s Assurant AIZ Stock Holding History

GPS Wealth Strategies Group’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-427	Closed	-$92.6K	–	603
2025 Q3	$92.6K	Hold	427	–	–	0.01%	516
2025 Q2	$84.3K	Buy	427 +1	+0.2%	+$197	0.01%	504
2025 Q1	$89.4K	Buy	426 +1	+0.2%	+$209	0.01%	481
2024 Q4	$90.6K	Buy	425 +1	+0.2%	+$208	0.01%	457
2024 Q3	$84.3K	Buy	424 +1	+0.2%	+$182	0.01%	469
2024 Q2	$70.3K	Hold	423	–	–	0.01%	468
2024 Q1	$79.6K	Hold	423	–	–	0.01%	422
2023 Q4	$71.3K	Hold	423	–	–	0.01%	418
2023 Q3	$60.7K	Hold	423	–	–	0.01%	439
2023 Q2	$53.2K	Hold	423	–	–	0.01%	485
2023 Q1	$50.8K	Buy	+423	New	+$52.9K	0.01%	480
2022 Q4	–	Sell	-423	Closed	-$61K	–	140
2022 Q3	$61K	Hold	423	–	–	0.02%	396
2022 Q2	$73K	Hold	423	–	–	0.02%	372
2022 Q1	$77K	Hold	423	–	–	0.02%	355
2021 Q4	$66K	Hold	423	–	–	0.01%	359
2021 Q3	$67K	Hold	423	–	–	0.02%	340
2021 Q2	$66K	Hold	423	–	–	0.02%	356
2021 Q1	$59K	Buy	+423	New	+$57K	0.02%	355

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GPS Wealth Strategies Group's AIZ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Assurant (AIZ) in Q4 2025, closing a stake of 427 shares — an estimated $92.6K sold.

GPS Wealth Strategies Group first reported a position in AIZ in Q1 2021 and held it in 18 quarters. The position peaked at $92.6K in Q3 2025. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 427 Assurant shares in Q4 2025, an estimated $92.6K.
GPS Wealth Strategies Group first reported a position in Assurant in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Assurant position peaked at $92.6K in Q3 2025.
564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.