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

Nations Financial Group’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 Q2	$210K	Sell	4,582 -1,026	-18%	-$46.2K	0.01%	744
2026 Q1	$238K	Buy	5,608 +127	+2%	+$5.32K	0.01%	689
2025 Q4	$228K	Sell	5,481 -1,906	-26%	-$78.2K	0.01%	682
2025 Q3	$301K	Buy	7,387 +419	+6%	+$16.8K	0.02%	601
2025 Q2	$274K	Buy	6,968 +1,188	+21%	+$44.4K	0.02%	584
2025 Q1	$214K	Sell	5,780 -1,924	-25%	-$74.4K	0.02%	599
2024 Q4	$297K	Hold	7,704	–	–	0.02%	551
2024 Q3	$291K	Sell	7,704 -15	-0.2%	-$549	0.02%	572
2024 Q2	$279K	Hold	7,719	–	–	0.02%	550
2024 Q1	$269K	Buy	7,719 +318	+4%	+$10.9K	0.02%	549
2023 Q4	$248K	Buy	7,401 +38	+0.5%	+$1.21K	0.02%	555
2023 Q3	$227K	Sell	7,363 -314	-4%	-$9.89K	0.02%	556
2023 Q2	$241K	Buy	+7,677	New	+$231K	0.02%	554
2022 Q2	–	Sell	-9,400	Closed	-$280K	–	526
2022 Q1	$280K	Buy	+9,400	New	+$271K	0.03%	433

Other funds holding APRT

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Nations Financial Group's APRT Position: Q2 2026 in Review

Nations Financial Group reduced its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 18% in Q2 2026, selling an estimated $46.2K and leaving 4,582 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #744.

Nations Financial Group first reported a position in APRT in Q1 2022 and has held it in 14 quarters since. The position peaked at $301K in Q3 2025. 9 funds tracked by Wall St. Rank hold APRT as of Q2 2026.

Nations Financial Group held 4,582 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $210K as of Q2 2026.
Nations Financial Group sold 1,026 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q2 2026, an estimated $46.2K.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #744 holding.
Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q1 2022 and has held it in 14 quarters since.
Nations Financial Group's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $301K in Q3 2025.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.