Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Patriot Financial Group Insurance Agency’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
2026 Q2	$294K	Sell	7,919 -7,919	-50%	-$290K	0.03%	392
2026 Q1	$560K	Buy	15,838 +7,919	+100%	+$278K	0.03%	411
2025 Q4	$276K	Sell	7,919 -7,391	-48%	-$255K	0.03%	404
2025 Q3	$524K	Hold	15,310	–	–	0.07%	275
2025 Q2	$511K	Buy	+15,310	New	+$495K	0.06%	307

Other funds holding APRW

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

FFN

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

IFG

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

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

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 50% in Q2 2026, selling an estimated $290K and leaving 7,919 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #392.

Patriot Financial Group Insurance Agency first reported a position in APRW in Q2 2025 and has held it in 5 quarters since. The position peaked at $560K in Q1 2026. 29 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Patriot Financial Group Insurance Agency held 7,919 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $294K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 7,919 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $290K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #392 holding.
Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2025 and has held it in 5 quarters since.
Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $560K in Q1 2026.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

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