Lloyd Advisory Services’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Lloyd Advisory Services’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 Q1	–	Sell	-7,807	Closed	-$272K	–	873
2025 Q4	$272K	Buy	+7,807	New	+$269K	0.11%	83
2024 Q4	–	Sell	-11,560	Closed	-$373K	–	101
2024 Q3	$373K	Sell	11,560 -425,755	-97%	-$13.4M	0.18%	64
2024 Q2	$13.6M	Buy	+437,315	New	+$13.3M	6.41%	4
2022 Q2	–	Sell	-114	Closed	-$3K	–	97
2022 Q1	$3K	Sell	114 -122,402	-100%	-$3.3M	﹤0.01%	470
2021 Q4	$3.31M	Buy	122,516 +180	+0.1%	+$4.83K	1.53%	21
2021 Q3	$3.25M	Sell	122,336 -1,447	-1%	-$38.5K	1.67%	17
2021 Q2	$3.27M	Buy	+123,783	New	+$3.24M	1.65%	15

Other funds holding APRW

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

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

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

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

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

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

Lloyd Advisory Services sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2026, closing a stake of 7,807 shares — an estimated $272K sold.

Lloyd Advisory Services first reported a position in APRW in Q2 2021 and held it in 7 quarters. The position peaked at $13.6M in Q2 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 7,807 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $272K.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2021 and held it in 7 quarters.
Lloyd Advisory Services's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $13.6M in Q2 2024.
59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

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