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Lord & Richards Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-842
Closed -$27K – 56
2025
Q1 		$27K Buy
+842
New +$27.8K 0.03% 101

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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Lord & Richards Wealth Management's APRW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2025, closing a stake of 842 shares — an estimated $27K sold.

Lord & Richards Wealth Management first reported a position in APRW in Q1 2025 and held it in 1 quarter. The position peaked at $27K in Q1 2025. 59 funds tracked by Wall St. Rank hold APRW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 842 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2025, an estimated $27K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $27K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.