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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Nations Financial Group's APRT Position: Q1 2026 in Review

Nations Financial Group increased its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 2.3% in Q1 2026, buying an estimated $5.32K and bringing the position to 5,608 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #689.

Nations Financial Group first reported a position in APRT in Q1 2022 and has held it in 13 quarters since. The position peaked at $301K in Q3 2025. 30 funds tracked by Wall St. Rank hold APRT as of Q1 2026.

Nations Financial Group held 5,608 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $238K as of Q1 2026.
Nations Financial Group bought 127 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q1 2026, an estimated $5.32K.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #689 holding.
Nations Financial Group first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q1 2022 and has held it in 13 quarters since.
Nations Financial Group's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $301K in Q3 2025.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.