LPL Financial
APRT icon

LPL Financial’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

LPL Financial’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 		$4.22M Buy
99,408
+14,593
+17% +$612K ﹤0.01% 2782
2025
Q4 		$3.53M Sell
84,815
-602
-0.7% -$24.7K ﹤0.01% 2857
2025
Q3 		$3.48M Buy
85,417
+37,976
+80% +$1.52M ﹤0.01% 2804
2025
Q2 		$1.86M Buy
47,441
+14,401
+44% +$539K ﹤0.01% 3192
2025
Q1 		$1.23M Buy
33,040
+1,435
+5% +$55.5K ﹤0.01% 3377
2024
Q4 		$1.22M Sell
31,605
-344
-1% -$13.2K ﹤0.01% 3330
2024
Q3 		$1.21M Buy
+31,949
New +$1.17M ﹤0.01% 3209
2024
Q2 		– Sell
-9,655
Closed -$337K – 5023
2024
Q1 		$337K Buy
+9,655
New +$331K ﹤0.01% 4108

Other funds holding APRT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

LPL Financial's APRT Position: Q1 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 17% in Q1 2026, buying an estimated $612K and bringing the position to 99,408 shares worth $4.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

LPL Financial first reported a position in APRT in Q1 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold APRT as of Q1 2026.

  • LPL Financial held 99,408 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $4.22M as of Q1 2026.
  • LPL Financial bought 14,593 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q1 2026, an estimated $612K.
  • AllianzIM U.S. Equity Buffer10 Apr ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2782 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q1 2024 and has held it in 8 quarters since.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.