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APRT icon

Retirement Group’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Retirement 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
2022
Q3 		– Sell
-3,750
Closed -$99K – 494
2022
Q2 		$99K Hold
3,750
– – 0.04% 153
2022
Q1 		$112K Buy
+3,750
New +$108K 0.04% 158

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
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
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
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Retirement Group's APRT Position: Q3 2022 in Review

Retirement Group sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2022, closing a stake of 3,750 shares — an estimated $99K sold.

Retirement Group first reported a position in APRT in Q1 2022 and held it in 2 quarters. The position peaked at $112K in Q1 2022. 16 funds tracked by Wall St. Rank hold APRT as of Q3 2022.

  • Retirement Group reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 3,750 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q3 2022, an estimated $99K.
  • Retirement Group first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q1 2022 and held it in 2 quarters.
  • Retirement Group's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $112K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.