Mason Investment Advisory Services’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Mason Investment Advisory Services’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	$304K	Buy	+8,194	New	+$300K	0.01%	66

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Mason Investment Advisory Services's APRW Position: Q2 2026 in Review

Mason Investment Advisory Services opened a new position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2026: 8,194 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #66 among its holdings.

68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Mason Investment Advisory Services held 8,194 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $304K as of Q2 2026.
AllianzIM U.S. Equity Buffer20 Apr ETF was a new Mason Investment Advisory Services position in Q2 2026.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #66 holding.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.