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
Q2 		$2.31M Buy
62,250
+13,718
+28% +$503K 0.7% 45
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 $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

Joseph P. Lucia & Associates's APRW Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 28% in Q2 2026, buying an estimated $503K and bringing the position to 62,250 shares worth $2.31M. The position accounts for 0.7% of the portfolio, ranked #45.

Joseph P. Lucia & 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.

  • Joseph P. Lucia & Associates held 62,250 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $2.31M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 13,718 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $503K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.7% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #45 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 8 quarters since.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.