Great Lakes Retirement’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Great Lakes Retirement’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 Q3	–	Sell	-17,473	Closed	-$583K	–	200
2025 Q2	$583K	Sell	17,473 -1,909	-10%	-$61.7K	0.07%	168
2025 Q1	$622K	Buy	+19,382	New	+$640K	0.08%	162
2024 Q3	–	Sell	-69,438	Closed	-$2.16M	–	226
2024 Q2	$2.16M	Sell	69,438 -7,044	-9%	-$214K	0.3%	73
2024 Q1	$2.31M	Buy	+76,482	New	+$2.29M	0.34%	65
2023 Q2	–	Sell	-18,868	Closed	-$510K	–	219
2023 Q1	$510K	Buy	+18,868	New	+$505K	0.1%	161

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Great Lakes Retirement's APRW Position: Q3 2025 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2025, closing a stake of 17,473 shares — an estimated $583K sold.

Great Lakes Retirement first reported a position in APRW in Q1 2023 and held it in 5 quarters. The position peaked at $2.31M in Q1 2024. 56 funds tracked by Wall St. Rank hold APRW as of Q3 2025.

Great Lakes Retirement reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2025 after selling out during the quarter.
Great Lakes Retirement sold 17,473 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2025, an estimated $583K.
Great Lakes Retirement first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2023 and held it in 5 quarters.
Great Lakes Retirement's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $2.31M in Q1 2024.
56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2025.

Based on Great Lakes Retirement's 13F filing for Q3 2025, filed 12 Nov 2025.