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POM Investment Strategies’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

POM Investment Strategies’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
2024
Q2 		– Sell
-9,777
Closed -$296K – 325
2024
Q1 		$296K Buy
+9,777
New +$293K 0.24% 27

Other funds holding APRW

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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

POM Investment Strategies's APRW Position: Q2 2024 in Review

POM Investment Strategies sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2024, closing a stake of 9,777 shares — an estimated $296K sold.

POM Investment Strategies first reported a position in APRW in Q1 2024 and held it in 1 quarter. The position peaked at $296K in Q1 2024. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2024.

  • POM Investment Strategies reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2024 after selling out during the quarter.
  • POM Investment Strategies sold 9,777 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2024, an estimated $296K.
  • POM Investment Strategies first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and held it in 1 quarter.
  • POM Investment Strategies's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $296K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2024.

Based on POM Investment Strategies's 13F filing for Q2 2024, filed 25 Jul 2024.