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Park Square Financial Group’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-281
Closed -$9.38K – 291
2025
Q2 		$9.38K Buy
281
+69
+33% +$2.23K 0.01% 611
2025
Q1 		$6.8K Buy
+212
New +$7K 0.01% 694

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Park Square Financial Group's APRW Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2025, closing a stake of 281 shares — an estimated $9.38K sold.

Park Square Financial Group first reported a position in APRW in Q1 2025 and held it in 2 quarters. The position peaked at $9.38K in Q2 2025. 56 funds tracked by Wall St. Rank hold APRW as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 281 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2025, an estimated $9.38K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $9.38K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.