Jim Saulnier & Associates’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Jim Saulnier & Associates’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	$1.01M	Sell	27,197 -973	-3%	-$35.7K	0.41%	53
2026 Q1	$997K	Hold	28,170	–	–	0.49%	50
2025 Q4	$982K	Hold	28,170	–	–	0.51%	50
2025 Q3	$964K	Hold	28,170	–	–	0.54%	47
2025 Q2	$940K	Buy	28,170 +5,444	+24%	+$176K	0.64%	41
2025 Q1	$729K	Buy	22,726 +4,068	+22%	+$134K	0.57%	42
2024 Q4	$613K	Hold	18,658	–	–	0.53%	39
2024 Q3	$602K	Buy	+18,658	New	+$587K	0.59%	36

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Jim Saulnier & Associates's APRW Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 3.5% in Q2 2026, selling an estimated $35.7K and leaving 27,197 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #53.

Jim Saulnier & Associates first reported a position in APRW in Q3 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Jim Saulnier & Associates held 27,197 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $1.01M as of Q2 2026.
Jim Saulnier & Associates sold 973 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $35.7K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.41% of Jim Saulnier & Associates's portfolio in Q2 2026, its #53 holding.
Jim Saulnier & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2024 and has held it in 8 quarters since.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.