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

TRUADVICE’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
2021 Q4	–	Sell	-9,754	Closed	-$262K	–	108
2021 Q3	$262K	Hold	9,754	–	–	0.24%	102
2021 Q2	$259K	Hold	9,754	–	–	0.06%	264
2021 Q1	$256K	Hold	9,754	–	–	0.08%	229
2020 Q4	$250K	Buy	+9,754	New	+$253K	0.08%	234

Other funds holding APRW

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

ETIA

Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

TRUADVICE's APRW Position: Q4 2021 in Review

TRUADVICE sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q4 2021, closing a stake of 9,754 shares — an estimated $262K sold.

TRUADVICE first reported a position in APRW in Q4 2020 and held it in 4 quarters. The position peaked at $262K in Q3 2021. 14 funds tracked by Wall St. Rank hold APRW as of Q4 2021.

TRUADVICE reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q4 2021 after selling out during the quarter.
TRUADVICE sold 9,754 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q4 2021, an estimated $262K.
TRUADVICE first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2020 and held it in 4 quarters.
TRUADVICE's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $262K in Q3 2021.
14 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.