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 Q3	$893	Hold	19	–	–	﹤0.01%	591
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 $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Lloyd Advisory Services's APRT Position: Q3 2026 in Review

Lloyd Advisory Services held its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) position steady in Q3 2026 at 19 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Lloyd Advisory Services first reported a position in APRT in Q2 2021 and has held it in 7 quarters since. The position peaked at $665K in Q2 2021. 15 funds tracked by Wall St. Rank hold APRT as of Q3 2026.

Lloyd Advisory Services held 19 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $893 as of Q3 2026.
Lloyd Advisory Services left its AllianzIM U.S. Equity Buffer10 Apr ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer10 Apr ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #591 holding.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2021 and has held it in 7 quarters since.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $665K in Q2 2021.
15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.