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Sagespring Wealth Partners’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Sagespring Wealth Partners’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
2025
Q1 		– Sell
-9,989
Closed -$328K – 653
2024
Q4 		$328K Buy
+9,989
New +$326K 0.01% 454

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sagespring Wealth Partners's APRW Position: Q1 2025 in Review

Sagespring Wealth Partners sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2025, closing a stake of 9,989 shares — an estimated $328K sold.

Sagespring Wealth Partners first reported a position in APRW in Q4 2024 and held it in 1 quarter. The position peaked at $328K in Q4 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2025.

  • Sagespring Wealth Partners reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 9,989 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2025, an estimated $328K.
  • Sagespring Wealth Partners first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2024 and held it in 1 quarter.
  • Sagespring Wealth Partners's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $328K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2025.

Based on Sagespring Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.