SCA
APRW icon

Stuart Chaussee & Associates’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Stuart Chaussee & Associates’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
2025
Q1 		– Sell
-2,200
Closed -$72.2K – 187
2024
Q4 		$72.2K Hold
2,200
– – 0.02% 67
2024
Q3 		$70.9K Hold
2,200
– – 0.02% 57
2024
Q2 		$68.5K Hold
2,200
– – 0.02% 55
2024
Q1 		$66.6K Buy
+2,200
New +$65.8K 0.02% 53

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stuart Chaussee & Associates's APRW Position: Q1 2025 in Review

Stuart Chaussee & Associates sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2025, closing a stake of 2,200 shares — an estimated $72.2K sold.

Stuart Chaussee & Associates first reported a position in APRW in Q1 2024 and held it in 4 quarters. The position peaked at $72.2K in Q4 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q1 2025.

  • Stuart Chaussee & Associates reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 2,200 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2025, an estimated $72.2K.
  • Stuart Chaussee & Associates first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2024 and held it in 4 quarters.
  • Stuart Chaussee & Associates's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $72.2K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2025, filed 16 May 2025.