LPL Financial
APRW icon

LPL Financial’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

LPL Financial’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 		$10.6M Buy
299,396
+99,095
+49% +$3.48M ﹤0.01% 1950
2025
Q4 		$6.98M Sell
200,301
-6,714
-3% -$231K ﹤0.01% 2251
2025
Q3 		$7.09M Buy
207,015
+158,500
+327% +$5.36M ﹤0.01% 2189
2025
Q2 		$1.62M Buy
48,515
+16,725
+53% +$541K ﹤0.01% 3325
2025
Q1 		$1.02M Sell
31,790
-3,655
-10% -$121K ﹤0.01% 3549
2024
Q4 		$1.16M Sell
35,445
-6,750
-16% -$220K ﹤0.01% 3367
2024
Q3 		$1.36M Buy
42,195
+12,918
+44% +$407K ﹤0.01% 3100
2024
Q2 		$911K Sell
29,277
-44,192
-60% -$1.34M ﹤0.01% 3346
2024
Q1 		$2.22M Buy
73,469
+62,234
+554% +$1.86M ﹤0.01% 2455
2023
Q4 		$332K Buy
+11,235
New +$322K ﹤0.01% 4013

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
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
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $105M AUM

LPL Financial's APRW Position: Q1 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 49% in Q1 2026, buying an estimated $3.48M and bringing the position to 299,396 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

LPL Financial 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.

  • LPL Financial held 299,396 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $10.6M as of Q1 2026.
  • LPL Financial bought 99,095 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2026, an estimated $3.48M.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1950 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.