Spire Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Spire Wealth Management’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
2026 Q2	$990K	Buy	26,644 +10,227	+62%	+$375K	0.03%	389
2026 Q1	$581K	Sell	16,417 -20,542	-56%	-$721K	0.02%	507
2025 Q4	$1.29M	Sell	36,959 -12,783	-26%	-$441K	0.04%	342
2025 Q3	$1.7M	Sell	49,742 -49,720	-50%	-$1.68M	0.06%	274
2025 Q2	$3.32M	Buy	99,462 +63,641	+178%	+$2.06M	0.12%	149
2025 Q1	$1.15M	Sell	35,821 -6,169	-15%	-$204K	0.04%	376
2024 Q4	$1.38M	Sell	41,990 -7,559	-15%	-$247K	0.04%	321
2024 Q3	$1.6M	Sell	49,549 -10,927	-18%	-$344K	0.05%	280
2024 Q2	$1.88M	Buy	+60,476	New	+$1.84M	0.07%	241

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Spire Wealth Management's APRW Position: Q2 2026 in Review

Spire Wealth Management increased its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 62% in Q2 2026, buying an estimated $375K and bringing the position to 26,644 shares worth $990K. The position accounts for 0.03% of the portfolio, ranked #389.

Spire Wealth Management first reported a position in APRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.32M in Q2 2025. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Spire Wealth Management held 26,644 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $990K as of Q2 2026.
Spire Wealth Management bought 10,227 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $375K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #389 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 9 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $3.32M in Q2 2025.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.