LWP
APRW icon

LeClair Wealth Partners’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

LeClair Wealth Partners’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 		– Sell
-8,468
Closed -$300K – 133
2026
Q1 		$300K Buy
+8,468
New +$297K 0.1% 85

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

LeClair Wealth Partners's APRW Position: Q2 2026 in Review

LeClair Wealth Partners sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2026, closing a stake of 8,468 shares — an estimated $300K sold.

LeClair Wealth Partners first reported a position in APRW in Q1 2026 and held it in 1 quarter. The position peaked at $300K in Q1 2026. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • LeClair Wealth Partners reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 8,468 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $300K.
  • LeClair Wealth Partners first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $300K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.