JPLA
APRW icon

Joseph P. Lucia & Associates’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Joseph P. Lucia & 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
Q1 		$1.72M Sell
48,532
-355
-0.7% -$12.5K 0.61% 47
2025
Q4 		$1.7M Sell
48,887
-4,840
-9% -$167K 0.61% 46
2025
Q3 		$1.84M Sell
53,727
-1,250
-2% -$42.3K 0.69% 43
2025
Q2 		$1.83M Buy
54,977
+48,692
+775% +$1.57M 0.75% 41
2025
Q1 		$202K Hold
6,285
– – 0.09% 135
2024
Q4 		$206K Hold
6,285
– – 0.09% 134
2024
Q3 		$203K Buy
+6,285
New +$198K 0.09% 131

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 $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Joseph P. Lucia & Associates's APRW Position: Q1 2026 in Review

Joseph P. Lucia & Associates reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 0.73% in Q1 2026, selling an estimated $12.5K and leaving 48,532 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #47.

Joseph P. Lucia & Associates first reported a position in APRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q3 2025. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • Joseph P. Lucia & Associates held 48,532 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $1.72M as of Q1 2026.
  • Joseph P. Lucia & Associates sold 355 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $12.5K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.61% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #47 holding.
  • Joseph P. Lucia & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q3 2024 and has held it in 7 quarters since.
  • Joseph P. Lucia & Associates's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.84M in Q3 2025.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.