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 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

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

Panoramic Investment Advisors's APRT Position: Q1 2026 in Review

Panoramic Investment Advisors increased its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 20% in Q1 2026, buying an estimated $52.4K and bringing the position to 7,525 shares worth $320K. The position accounts for 0.17% of the portfolio, ranked #96.

Panoramic Investment Advisors first reported a position in APRT in Q3 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold APRT as of Q1 2026.

Panoramic Investment Advisors held 7,525 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $320K as of Q1 2026.
Panoramic Investment Advisors bought 1,250 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q1 2026, an estimated $52.4K.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.17% of Panoramic Investment Advisors's portfolio in Q1 2026, its #96 holding.
Panoramic Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q3 2024 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.