Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Lloyd Advisory Services’s Portfolio APRT Stock Details APRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$872	Buy	+19	New	+$855	﹤0.01%	573
2026 Q1	–	Sell	-19	Closed	-$791	–	872
2025 Q4	$791	Buy	+19	New	+$780	﹤0.01%	497
2022 Q2	–	Sell	-45	Closed	-$1K	–	96
2022 Q1	$1K	Sell	45 -25	-36%	-$721	﹤0.01%	553
2021 Q4	$2K	Sell	70 -23,577	-100%	-$680K	﹤0.01%	372
2021 Q3	$663K	Sell	23,647 -195	-0.8%	-$5.51K	0.34%	33
2021 Q2	$665K	Buy	+23,842	New	+$653K	0.34%	34

Other funds holding APRT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Lloyd Advisory Services's APRT Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q2 2026: 19 shares worth $872. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in APRT as recently as Q4 2025.

Lloyd Advisory Services first reported a position in APRT in Q2 2021 and has held it in 6 quarters since. The position peaked at $665K in Q2 2021. 34 funds tracked by Wall St. Rank hold APRT as of Q2 2026.

Lloyd Advisory Services held 19 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $872 as of Q2 2026.
AllianzIM U.S. Equity Buffer10 Apr ETF was a new Lloyd Advisory Services position in Q2 2026.
AllianzIM U.S. Equity Buffer10 Apr ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #573 holding.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2021 and has held it in 6 quarters since.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $665K in Q2 2021.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.