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Koesten Hirschmann & Crabtree’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-54
Closed -$1.46K – 176
2023
Q1 		$1.46K Buy
+54
New +$1.45K ﹤0.01% 174

Other funds holding APRW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Koesten Hirschmann & Crabtree's APRW Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2023, closing a stake of 54 shares — an estimated $1.46K sold.

Koesten Hirschmann & Crabtree first reported a position in APRW in Q1 2023 and held it in 1 quarter. The position peaked at $1.46K in Q1 2023. 42 funds tracked by Wall St. Rank hold APRW as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 54 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2023, an estimated $1.46K.
  • Koesten Hirschmann & Crabtree first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $1.46K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.