Independent Financial Group’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Independent Financial Group’s Portfolio APRT Stock Details APRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Buy	+5,236	New	+$236K	﹤0.01%	1375

Other funds holding APRT

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Independent Financial Group's APRT Position: Q2 2026 in Review

Independent Financial Group opened a new position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q2 2026: 5,236 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings.

7 funds tracked by Wall St. Rank hold APRT as of Q2 2026.

Independent Financial Group held 5,236 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $240K as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Apr ETF was a new Independent Financial Group position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Apr ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1375 holding.
7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.