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

Spire Wealth Management’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
2026 Q3	$59.1K	Hold	1,257	–	–	﹤0.01%	1096
2026 Q2	$57.7K	Hold	1,257	–	–	﹤0.01%	1140
2026 Q1	$53.4K	Hold	1,257	–	–	﹤0.01%	1152
2025 Q4	$52.3K	Hold	1,257	–	–	﹤0.01%	1166
2025 Q3	$51.2K	Hold	1,257	–	–	﹤0.01%	1225
2025 Q2	$49.4K	Buy	+1,257	New	+$47K	﹤0.01%	1196
2025 Q1	–	Sell	-2,300	Closed	-$88.7K	–	2471
2024 Q4	$88.7K	Hold	2,300	–	–	﹤0.01%	1080
2024 Q3	$86.9K	Hold	2,300	–	–	﹤0.01%	954
2024 Q2	$83.1K	Buy	+2,300	New	+$80.5K	﹤0.01%	956

Other funds holding APRT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Spire Wealth Management's APRT Position: Q3 2026 in Review

Spire Wealth Management held its AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) position steady in Q3 2026 at 1,257 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Spire Wealth Management first reported a position in APRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $88.7K in Q4 2024. 17 funds tracked by Wall St. Rank hold APRT as of Q3 2026.

Spire Wealth Management held 1,257 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $59.1K as of Q3 2026.
Spire Wealth Management left its AllianzIM U.S. Equity Buffer10 Apr ETF share count unchanged in Q3 2026.
AllianzIM U.S. Equity Buffer10 Apr ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1096 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2024 and has held it in 9 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $88.7K in Q4 2024.
17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.