Long Island Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Long Island Wealth Management’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	$1.36M	Hold	36,613	–	–	0.56%	37
2026 Q1	$1.3M	Hold	36,613	–	–	0.6%	35
2025 Q4	$1.28M	Hold	36,613	–	–	0.6%	37
2025 Q3	$1.25M	Hold	36,613	–	–	0.61%	35
2025 Q2	$1.22M	Buy	36,613 +19,244	+111%	+$622K	0.63%	35
2025 Q1	$557K	Hold	17,369	–	–	0.34%	54
2024 Q4	$570K	Sell	17,369 -3,400	-16%	-$111K	0.36%	49
2024 Q3	$670K	Hold	20,769	–	–	0.44%	46
2024 Q2	$646K	Sell	20,769 -544	-3%	-$16.5K	0.46%	47
2024 Q1	$645K	Hold	21,313	–	–	0.46%	47
2023 Q4	$629K	Buy	+21,313	New	+$610K	0.45%	43

Other funds holding APRW

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

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

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

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

GTS Financial Bloomington, Minnesota $137M AUM

Long Island Wealth Management's APRW Position: Q2 2026 in Review

Long Island Wealth Management held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q2 2026 at 36,613 shares worth $1.36M. The position accounts for 0.56% of the portfolio, ranked #37.

Long Island Wealth Management first reported a position in APRW in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Long Island Wealth Management held 36,613 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $1.36M as of Q2 2026.
Long Island Wealth Management left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.56% of Long Island Wealth Management's portfolio in Q2 2026, its #37 holding.
Long Island Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2023 and has held it in 11 quarters since.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.