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
Q2 		$11.9M Buy
321,559
+22,163
+7% +$813K ﹤0.01% 1973
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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's APRW Position: Q2 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 7.4% in Q2 2026, buying an estimated $813K and bringing the position to 321,559 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

LPL Financial 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.

  • LPL Financial held 321,559 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $11.9M as of Q2 2026.
  • LPL Financial bought 22,163 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $813K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1973 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.