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Independent Financial Group’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Independent Financial Group’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
Q2 		$767K Buy
20,643
+2,812
+16% +$103K 0.01% 802
2026
Q1 		$631K Hold
17,831
– – 0.01% 813
2025
Q4 		$622K Sell
17,831
-4,865
-21% -$168K 0.01% 790
2025
Q3 		$777K Hold
22,696
– – 0.02% 685
2025
Q2 		$757K Sell
22,696
-1,116
-5% -$36.1K 0.02% 631
2025
Q1 		$764K Sell
23,812
-3,746
-14% -$124K 0.03% 558
2024
Q4 		$905K Buy
27,558
+960
+4% +$31.4K 0.03% 506
2024
Q3 		$858K Sell
26,598
-9,634
-27% -$303K 0.03% 486
2024
Q2 		$1.13M Buy
36,232
+807
+2% +$24.5K 0.05% 377
2024
Q1 		$1.07M Sell
35,425
-550
-2% -$16.5K 0.05% 360
2023
Q4 		$1.06M Sell
35,975
-2,000
-5% -$57.3K 0.06% 345
2023
Q3 		$1.06M Sell
37,975
-8,800
-19% -$249K 0.07% 302
2023
Q2 		$1.31M Buy
46,775
+15,877
+51% +$435K 0.09% 246
2023
Q1 		$835K Buy
+30,898
New +$827K 0.07% 324

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM

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

Independent Financial Group increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 16% in Q2 2026, buying an estimated $103K and bringing the position to 20,643 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #802.

Independent Financial Group first reported a position in APRW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2023. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Independent Financial Group held 20,643 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $767K as of Q2 2026.
  • Independent Financial Group bought 2,812 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $103K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #802 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.31M in Q2 2023.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

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