UBS Group
APRT icon

UBS Group’s AllianzIM U.S. Equity Buffer10 Apr ETF APRT Stock Holding History

UBS Group’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
2026
Q1 		– Sell
-106
Closed -$4.41K – 10446
2025
Q4 		$4.41K Sell
106
-559
-84% -$22.9K ﹤0.01% 8841
2025
Q3 		$27.1K Sell
665
-595
-47% -$23.8K ﹤0.01% 7969
2025
Q2 		$49.5K Sell
1,260
-1,326
-51% -$49.6K ﹤0.01% 7784
2025
Q1 		$95.9K Buy
2,586
+2,553
+7,736% +$98.8K ﹤0.01% 7080
2024
Q4 		$1.27K Sell
33
-390
-92% -$15K ﹤0.01% 9277
2024
Q3 		$16K Buy
423
+157
+59% +$5.75K ﹤0.01% 7490
2024
Q2 		$9.62K Buy
+266
New +$9.31K ﹤0.01% 7737
2024
Q1 		– Sell
-550
Closed -$18.4K – 9259
2023
Q4 		$18.4K Sell
550
-1,199
-69% -$38.1K ﹤0.01% 7153
2023
Q3 		$53.9K Buy
+1,749
New +$55.1K ﹤0.01% 6248
2023
Q1 		– Sell
-492
Closed -$13.5K – 9571
2022
Q4 		$13.5K Buy
+492
New +$13.4K ﹤0.01% 8163
2022
Q1 		– Sell
-422
Closed -$12K – 10205
2021
Q4 		$12K Buy
422
+163
+63% +$4.7K ﹤0.01% 8540
2021
Q3 		$7K Buy
+259
New +$7.32K ﹤0.01% 8295
2021
Q1 		– Sell
-208
Closed -$5K – 8962
2020
Q4 		$5K Buy
208
+207
+20,700% +$5.52K ﹤0.01% 7817
2020
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 7955

Other funds holding APRT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's APRT Position: Q1 2026 in Review

UBS Group sold out of AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) in Q1 2026, closing a stake of 106 shares — an estimated $4.41K sold.

UBS Group first reported a position in APRT in Q3 2020 and held it in 14 quarters. The position peaked at $95.9K in Q1 2025. 30 funds tracked by Wall St. Rank hold APRT as of Q1 2026.

  • UBS Group reported no remaining AllianzIM U.S. Equity Buffer10 Apr ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 106 AllianzIM U.S. Equity Buffer10 Apr ETF shares in Q1 2026, an estimated $4.41K.
  • UBS Group first reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF in Q3 2020 and held it in 14 quarters.
  • UBS Group's AllianzIM U.S. Equity Buffer10 Apr ETF position peaked at $95.9K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Apr ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.