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Gradient Investments’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Gradient Investments’s Portfolio APRT Stock Details APRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,139
Closed -$1.15M – 345
2025
Q3 		$1.15M Sell
28,139
-418
-1% -$16.7K 0.02% 248
2025
Q2 		$1.12M Buy
+28,557
New +$1.07M 0.02% 227

Other funds holding APRT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gradient Investments's APRT Position: Q4 2025 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q4 2025, closing a stake of 28,139 shares — an estimated $1.15M sold.

Gradient Investments first reported a position in APRT in Q2 2025 and held it in 2 quarters. The position peaked at $1.15M in Q3 2025. 36 funds tracked by Wall St. Rank hold APRT as of Q4 2025.

  • Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 28,139 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q4 2025, an estimated $1.15M.
  • Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2025 and held it in 2 quarters.
  • Gradient Investments's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $1.15M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.