Jones Financial Companies
APRT icon

Jones Financial Companies’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-2,163
Closed -$84.7K – 4234
2025
Q2 		$84.7K Buy
+2,163
New +$80.9K ﹤0.01% 1999

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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jones Financial Companies's APRT Position: Q3 2025 in Review

Jones Financial Companies sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2025, closing a stake of 2,163 shares — an estimated $84.7K sold.

Jones Financial Companies first reported a position in APRT in Q2 2025 and held it in 1 quarter. The position peaked at $84.7K in Q2 2025. 33 funds tracked by Wall St. Rank hold APRT as of Q3 2025.

  • Jones Financial Companies reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 2,163 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q3 2025, an estimated $84.7K.
  • Jones Financial Companies first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $84.7K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.