Panoramic Investment Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Panoramic Investment Advisors’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	$345K	Hold	7,525	–	–	0.17%	95
2026 Q1	$320K	Buy	7,525 +1,250	+20%	+$52.4K	0.17%	96
2025 Q4	$261K	Sell	6,275 -1,250	-17%	-$51.3K	0.14%	104
2025 Q3	$306K	Hold	7,525	–	–	0.17%	90
2025 Q2	$295K	Hold	7,525	–	–	0.18%	91
2025 Q1	$279K	Hold	7,525	–	–	0.19%	91
2024 Q4	$290K	Hold	7,525	–	–	0.19%	90
2024 Q3	$284K	Buy	+7,525	New	+$275K	0.2%	91

Other funds holding APRT

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

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

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

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

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Panoramic Investment Advisors's APRT Position: Q2 2026 in Review

Panoramic Investment Advisors held its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) position steady in Q2 2026 at 7,525 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #95.

Panoramic Investment Advisors first reported a position in APRT in Q3 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold APRT as of Q2 2026.

Panoramic Investment Advisors held 7,525 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $345K as of Q2 2026.
Panoramic Investment Advisors left its AllianzIM U.S. Equity Buffer10 Apr ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.17% of Panoramic Investment Advisors's portfolio in Q2 2026, its #95 holding.
Panoramic Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q3 2024 and has held it in 8 quarters since.
34 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.