GI
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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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return