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Simplicity Wealth’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-22,866
Closed -$827K – 528
2024
Q2 		$827K Hold
22,866
– – 0.02% 586
2024
Q1 		$797K Buy
+22,866
New +$784K 0.02% 584

Other funds holding APRT

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Simplicity Wealth's APRT Position: Q3 2024 in Review

Simplicity Wealth sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2024, closing a stake of 22,866 shares — an estimated $827K sold.

Simplicity Wealth first reported a position in APRT in Q1 2024 and held it in 2 quarters. The position peaked at $827K in Q2 2024. 39 funds tracked by Wall St. Rank hold APRT as of Q3 2024.

  • Simplicity Wealth reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 22,866 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q3 2024, an estimated $827K.
  • Simplicity Wealth first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $827K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.