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

Harbour 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
2026 Q1	$323K	Sell	9,137 -199	-2%	-$6.98K	0.01%	1272
2025 Q4	$325K	Sell	9,336 -296	-3%	-$10.2K	0.01%	1051
2025 Q3	$330K	Sell	9,632 -959	-9%	-$32.4K	0.01%	1007
2025 Q2	$353K	Sell	10,591 -12,495	-54%	-$404K	0.01%	916
2025 Q1	$741K	Sell	23,086 -13,486	-37%	-$445K	0.02%	588
2024 Q4	$1.2M	Sell	36,572 -2,457	-6%	-$80.2K	0.03%	420
2024 Q3	$1.26M	Sell	39,029 -24,015	-38%	-$756K	0.04%	397
2024 Q2	$1.96M	Buy	+63,044	New	+$1.92M	0.07%	256
2023 Q3	–	Sell	-30,058	Closed	-$845K	–	3005
2023 Q2	$845K	Buy	30,058 +20,705	+221%	+$567K	0.04%	376
2023 Q1	$253K	Buy	+9,353	New	+$250K	0.01%	685
2022 Q4	–	Sell	-1,000	Closed	-$25K	–	3000
2022 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1534
2022 Q2	$25K	Buy	+1,000	New	+$26.1K	﹤0.01%	1534

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

Harbour Investments's APRW Position: Q1 2026 in Review

Harbour Investments reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 2.1% in Q1 2026, selling an estimated $6.98K and leaving 9,137 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1272.

Harbour Investments first reported a position in APRW in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.96M in Q2 2024. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

Harbour Investments held 9,137 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $323K as of Q1 2026.
Harbour Investments sold 199 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $6.98K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1272 holding.
Harbour Investments first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2022 and has held it in 12 quarters since.
Harbour Investments's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.96M in Q2 2024.
58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.