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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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Long Island Wealth Management's APRW Position: Q1 2026 in Review

Long Island Wealth Management held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q1 2026 at 36,613 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #35.

Long Island Wealth Management first reported a position in APRW in Q4 2023 and has held it in 10 quarters since. 58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

  • Long Island Wealth Management held 36,613 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $1.3M as of Q1 2026.
  • Long Island Wealth Management left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.6% of Long Island Wealth Management's portfolio in Q1 2026, its #35 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 10 quarters since.
  • 58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.