IPW
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Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-3,649
Closed -$102K – 846
2023
Q3 		$102K Buy
3,649
+931
+34% +$26.3K 0.03% 318
2023
Q2 		$76.4K Buy
+2,718
New +$74.5K 0.03% 218

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Impact Partnership Wealth's APRW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q4 2023, closing a stake of 3,649 shares — an estimated $102K sold.

Impact Partnership Wealth first reported a position in APRW in Q2 2023 and held it in 2 quarters. The position peaked at $102K in Q3 2023. 40 funds tracked by Wall St. Rank hold APRW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,649 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q4 2023, an estimated $102K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $102K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.