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Gradient Investments’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Gradient Investments’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
Q4 		– Sell
-27,853
Closed -$953K – 346
2025
Q3 		$953K Sell
27,853
-387
-1% -$13.1K 0.02% 264
2025
Q2 		$942K Buy
+28,240
New +$913K 0.02% 236

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Gradient Investments's APRW Position: Q4 2025 in Review

Gradient Investments sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q4 2025, closing a stake of 27,853 shares — an estimated $953K sold.

Gradient Investments first reported a position in APRW in Q2 2025 and held it in 2 quarters. The position peaked at $953K in Q3 2025. 61 funds tracked by Wall St. Rank hold APRW as of Q4 2025.

  • Gradient Investments reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 27,853 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q4 2025, an estimated $953K.
  • Gradient Investments first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2025 and held it in 2 quarters.
  • Gradient Investments's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $953K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q4 2025.

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