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Stuart Chaussee & Associates’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

Stuart Chaussee & Associates’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
-100
Closed -$3.62K – 166
2024
Q2 		$3.62K Buy
+100
New +$3.5K ﹤0.01% 156

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

Stuart Chaussee & Associates's APRT Position: Q3 2024 in Review

Stuart Chaussee & Associates sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q3 2024, closing a stake of 100 shares — an estimated $3.62K sold.

Stuart Chaussee & Associates first reported a position in APRT in Q2 2024 and held it in 1 quarter. The position peaked at $3.62K in Q2 2024. 39 funds tracked by Wall St. Rank hold APRT as of Q3 2024.

  • Stuart Chaussee & Associates reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q3 2024 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 100 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q3 2024, an estimated $3.62K.
  • Stuart Chaussee & Associates first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q2 2024 and held it in 1 quarter.
  • Stuart Chaussee & Associates's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $3.62K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q3 2024.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2024, filed 14 Nov 2024.