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Summit Financial’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Summit Financial’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 		$323K Buy
+8,700
New +$319K ﹤0.01% 1291

Other funds holding APRW

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
GCP
Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM

Summit Financial's APRW Position: Q2 2026 in Review

Summit Financial opened a new position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2026: 8,700 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #1291 among its holdings.

68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Summit Financial held 8,700 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $323K as of Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF was a new Summit Financial position in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1291 holding.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.