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Regal Investment Advisors’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Regal Investment Advisors’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
Q4 		– Sell
-22,399
Closed -$722K – 468
2024
Q3 		$722K Buy
22,399
+20
+0.1% +$630 0.05% 287
2024
Q2 		$697K Buy
22,379
+4,118
+23% +$125K 0.05% 307
2024
Q1 		$553K Buy
+18,261
New +$547K 0.04% 338

Other funds holding APRW

Commonwealth Equity Services
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

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

Regal Investment Advisors sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q4 2024, closing a stake of 22,399 shares — an estimated $722K sold.

Regal Investment Advisors first reported a position in APRW in Q1 2024 and held it in 3 quarters. The position peaked at $722K in Q3 2024. 63 funds tracked by Wall St. Rank hold APRW as of Q4 2024.

  • Regal Investment Advisors reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 22,399 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q4 2024, an estimated $722K.
  • Regal Investment Advisors first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and held it in 3 quarters.
  • Regal Investment Advisors's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $722K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q4 2024.

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