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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return