IFP Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

IFP Advisors’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 Q3	$285K	Buy	7,528 +617	+9%	+$23.2K	﹤0.01%	1328
2026 Q2	$257K	Hold	6,911	–	–	﹤0.01%	1369
2026 Q1	$244K	Hold	6,911	–	–	0.01%	1287
2025 Q4	$241K	Hold	6,911	–	–	0.01%	1269
2025 Q3	$237K	Hold	6,911	–	–	0.01%	1205
2025 Q2	$231K	Buy	6,911 +280	+4%	+$9.05K	0.01%	1202
2025 Q1	$213K	Hold	6,631	–	–	0.01%	1146
2024 Q4	$218K	Sell	6,631 -3,446	-34%	-$113K	0.01%	1094
2024 Q3	$325K	Hold	10,077	–	–	0.01%	865
2024 Q2	$314K	Buy	10,077 +9,944	+7,477%	+$302K	0.01%	821
2024 Q1	$4.02K	Hold	133	–	–	﹤0.01%	2520
2023 Q4	$3.92K	Sell	133 -277	-68%	-$7.93K	﹤0.01%	2496
2023 Q3	$11.5K	Sell	410 -3,565	-90%	-$101K	﹤0.01%	2199
2023 Q2	$112K	Sell	3,975 -14	-0.4%	-$384	﹤0.01%	1268
2023 Q1	$100K	Sell	3,989 -6,370	-61%	-$171K	﹤0.01%	1253
2022 Q4	$262K	Sell	10,359 -2,888	-22%	-$75K	0.01%	1206
2022 Q3	$335K	Buy	13,247 +625	+5%	+$16.2K	0.01%	1133
2022 Q2	$319K	Hold	12,622	–	–	0.01%	1041
2022 Q1	$319K	Buy	+12,622	New	+$340K	0.01%	1041

Other funds holding APRW

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

IFP Advisors's APRW Position: Q3 2026 in Review

IFP Advisors increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 8.9% in Q3 2026, buying an estimated $23.2K and bringing the position to 7,528 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

IFP Advisors first reported a position in APRW in Q1 2022 and has held it in 19 quarters since. The position peaked at $335K in Q3 2022. 19 funds tracked by Wall St. Rank hold APRW as of Q3 2026.

IFP Advisors held 7,528 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $285K as of Q3 2026.
IFP Advisors bought 617 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2026, an estimated $23.2K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1328 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2022 and has held it in 19 quarters since.
IFP Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $335K in Q3 2022.
19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.