Grantvest Financial Group’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Grantvest Financial Group’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
2026 Q2	$308K	Hold	8,283	–	–	0.18%	137
2026 Q1	$293K	Sell	8,283 -43	-0.5%	-$1.51K	0.19%	128
2025 Q4	$290K	Sell	8,326 -280	-3%	-$9.65K	0.19%	129
2025 Q3	$295K	Sell	8,606 -374	-4%	-$12.6K	0.2%	116
2025 Q2	$300K	Buy	+8,980	New	+$290K	0.22%	102
2025 Q1	–	Sell	-6,113	Closed	-$201K	–	129
2024 Q4	$201K	Buy	+6,113	New	+$200K	0.22%	120

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Grantvest Financial Group's APRW Position: Q2 2026 in Review

Grantvest Financial Group held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q2 2026 at 8,283 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #137.

Grantvest Financial Group first reported a position in APRW in Q4 2024 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Grantvest Financial Group held 8,283 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $308K as of Q2 2026.
Grantvest Financial Group left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.18% of Grantvest Financial Group's portfolio in Q2 2026, its #137 holding.
Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2024 and has held it in 6 quarters since.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.