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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$197 Hold
6
– – ﹤0.01% 658
2024
Q3 		$193 Hold
6
– – ﹤0.01% 648
2024
Q2 		$187 Hold
6
– – ﹤0.01% 693
2024
Q1 		$182 Hold
6
– – ﹤0.01% 701
2023
Q4 		$177 Sell
6
-273
-98% -$7.82K ﹤0.01% 725
2023
Q3 		$7.81K Sell
279
-800
-74% -$22.6K ﹤0.01% 479
2023
Q2 		$30.3K Buy
+1,079
New +$29.6K 0.01% 314

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's APRW Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q4 2024 at 6 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Oliver Lagore Vanvalin Investment Group first reported a position in APRW in Q2 2023 and has held it in 7 quarters since. The position peaked at $30.3K in Q2 2023. 63 funds tracked by Wall St. Rank hold APRW as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 6 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $197 as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q4 2024.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #658 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2023 and has held it in 7 quarters since.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $30.3K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.