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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lloyd Advisory Services's APRT Position: Q1 2026 in Review

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q1 2026, closing a stake of 19 shares — an estimated $791 sold.

Lloyd Advisory Services first reported a position in APRT in Q2 2021 and held it in 5 quarters. The position peaked at $665K in Q2 2021. 30 funds tracked by Wall St. Rank hold APRT as of Q1 2026.

Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 19 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q1 2026, an estimated $791.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2021 and held it in 5 quarters.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $665K in Q2 2021.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.