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Regal Investment Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Regal Investment Advisors’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
2024
Q4 		– Sell
-28,049
Closed -$1.06M – 467
2024
Q3 		$1.06M Buy
28,049
+243
+0.9% +$8.9K 0.07% 237
2024
Q2 		$1.01M Buy
27,806
+8,174
+42% +$286K 0.07% 254
2024
Q1 		$684K Buy
+19,632
New +$673K 0.05% 299

Other funds holding APRT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's APRT Position: Q4 2024 in Review

Regal Investment Advisors sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q4 2024, closing a stake of 28,049 shares — an estimated $1.06M sold.

Regal Investment Advisors first reported a position in APRT in Q1 2024 and held it in 3 quarters. The position peaked at $1.06M in Q3 2024. 39 funds tracked by Wall St. Rank hold APRT as of Q4 2024.

  • Regal Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 28,049 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q4 2024, an estimated $1.06M.
  • Regal Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q1 2024 and held it in 3 quarters.
  • Regal Investment Advisors's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $1.06M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.