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Prestige Wealth Management Group’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Prestige Wealth Management Group’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
2023
Q1 		– Sell
-4,317
Closed -$118K – 1061
2022
Q4 		$118K Hold
4,317
– – 0.03% 176
2022
Q3 		$111K Hold
4,317
– – 0.03% 165
2022
Q2 		$114K Buy
+4,317
New +$120K 0.03% 168

Other funds holding APRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
ETIA
Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Prestige Wealth Management Group's APRT Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q1 2023, closing a stake of 4,317 shares — an estimated $118K sold.

Prestige Wealth Management Group first reported a position in APRT in Q2 2022 and held it in 3 quarters. The position peaked at $118K in Q4 2022. 21 funds tracked by Wall St. Rank hold APRT as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 4,317 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q1 2023, an estimated $118K.
  • Prestige Wealth Management Group first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2022 and held it in 3 quarters.
  • Prestige Wealth Management Group's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $118K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.