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 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 $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Grantvest Financial Group's APRW Position: Q1 2026 in Review

Grantvest Financial Group reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.52% in Q1 2026, selling an estimated $1.51K and leaving 8,283 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #128.

Grantvest Financial Group first reported a position in APRW in Q4 2024 and has held it in 5 quarters since. The position peaked at $300K in Q2 2025. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

Grantvest Financial Group held 8,283 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $293K as of Q1 2026.
Grantvest Financial Group sold 43 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $1.51K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.19% of Grantvest Financial Group's portfolio in Q1 2026, its #128 holding.
Grantvest Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2024 and has held it in 5 quarters since.
Grantvest Financial Group's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $300K in Q2 2025.
58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.