SNWA
APRT icon

Siligmueller & Norvid Wealth Advisors’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025
Q3 		$268K Buy
+6,589
New +$264K 0.12% 131

Other funds holding APRT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's APRT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2025: 6,589 shares worth $268K. The stake represents 0.12% of the portfolio and ranks #131 among its holdings.

33 funds tracked by Wall St. Rank hold APRT as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 6,589 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $268K as of Q3 2025.
  • AllianzIM U.S. Equity Buffer10 Apr ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • AllianzIM U.S. Equity Buffer10 Apr ETF made up 0.12% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #131 holding.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.