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APRW icon

Retirement Group’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Retirement Group’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
2022
Q3 		– Sell
-4,000
Closed -$101K – 495
2022
Q2 		$101K Hold
4,000
– – 0.04% 151
2022
Q1 		$109K Buy
+4,000
New +$108K 0.04% 160

Other funds holding APRW

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ETIA
Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Retirement Group's APRW Position: Q3 2022 in Review

Retirement Group sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2022, closing a stake of 4,000 shares — an estimated $101K sold.

Retirement Group first reported a position in APRW in Q1 2022 and held it in 2 quarters. The position peaked at $109K in Q1 2022. 23 funds tracked by Wall St. Rank hold APRW as of Q3 2022.

  • Retirement Group reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 4,000 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2022, an estimated $101K.
  • Retirement Group first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2022 and held it in 2 quarters.
  • Retirement Group's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $109K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2022.

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