Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Patriot Financial Group Insurance Agency’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	$312K	Sell	6,810 -6,810	-50%	-$306K	0.03%	379
2026 Q1	$579K	Buy	13,620 +6,810	+100%	+$285K	0.03%	403
2025 Q4	$284K	Hold	6,810	–	–	0.03%	397
2025 Q3	$277K	Hold	6,810	–	–	0.04%	396
2025 Q2	$267K	Buy	+6,810	New	+$255K	0.03%	427

Other funds holding APRT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's APRT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) stake by 50% in Q2 2026, selling an estimated $306K and leaving 6,810 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #379.

Patriot Financial Group Insurance Agency first reported a position in APRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $579K in Q1 2026. 15 funds tracked by Wall St. Rank hold APRT as of Q2 2026.

Patriot Financial Group Insurance Agency held 6,810 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $312K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 6,810 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q2 2026, an estimated $306K.
AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #379 holding.
Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2025 and has held it in 5 quarters since.
Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $579K in Q1 2026.
15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.