Outlook Wealth Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Outlook Wealth Advisors’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 Q3	–	Sell	-162,990	Closed	-$4M	–	256
2024 Q2	$4M	Buy	162,990 +4,731	+3%	+$144K	1.25%	17
2024 Q1	$4.79M	Buy	+158,259	New	+$4.74M	1.48%	14
2023 Q4	–	Sell	-26,183	Closed	-$733K	–	249
2023 Q3	$733K	Buy	26,183 +734	+3%	+$20.7K	0.28%	88
2023 Q2	$715K	Buy	+25,449	New	+$697K	0.27%	95

Other funds holding APRW

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Outlook Wealth Advisors's APRW Position: Q3 2024 in Review

Outlook Wealth Advisors sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2024, closing a stake of 162,990 shares — an estimated $4M sold.

Outlook Wealth Advisors first reported a position in APRW in Q2 2023 and held it in 4 quarters. The position peaked at $4.79M in Q1 2024. 64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

Outlook Wealth Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 162,990 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2024, an estimated $4M.
Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2023 and held it in 4 quarters.
Outlook Wealth Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $4.79M in Q1 2024.
64 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2024.

Based on Outlook Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.