Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Richard W. Paul & Associates’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 Q3	–	Sell	-140	Closed	-$4.36K	–	507
2024 Q2	$4.36K	Hold	140	–	–	﹤0.01%	345
2024 Q1	$4.24K	Buy	+140	New	+$4.19K	﹤0.01%	367
2023 Q2	–	Sell	-10	Closed	-$270	–	549
2023 Q1	$270	Buy	+10	New	+$268	﹤0.01%	522

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Richard W. Paul & Associates's APRW Position: Q3 2024 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2024, closing a stake of 140 shares — an estimated $4.36K sold.

Richard W. Paul & Associates first reported a position in APRW in Q1 2023 and held it in 3 quarters. The position peaked at $4.36K in Q2 2024. 64 funds tracked by Wall St. Rank hold APRW as of Q3 2024.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 140 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2024, an estimated $4.36K.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2023 and held it in 3 quarters.
Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $4.36K in Q2 2024.
64 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2024.

Based on Richard W. Paul & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.