KCM
APRW icon

Kaye Capital Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Kaye Capital Management’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
2024
Q3 		– Sell
-10,087
Closed -$314K – 40
2024
Q2 		$314K Buy
+10,087
New +$306K 0.13% 33

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Kaye Capital Management's APRW Position: Q3 2024 in Review

Kaye Capital Management sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2024, closing a stake of 10,087 shares — an estimated $314K sold.

Kaye Capital Management first reported a position in APRW in Q2 2024 and held it in 1 quarter. The position peaked at $314K in Q2 2024. 64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

  • Kaye Capital Management reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2024 after selling out during the quarter.
  • Kaye Capital Management sold 10,087 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2024, an estimated $314K.
  • Kaye Capital Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and held it in 1 quarter.
  • Kaye Capital Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $314K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2024.

Based on Kaye Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.