WWM
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Walser Wealth Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Walser Wealth Management’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 		$249K Hold
6,693
– – 0.1% 185
2026
Q1 		$237K Hold
6,693
– – 0.11% 159
2025
Q4 		$233K Buy
+6,693
New +$231K 0.12% 123

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

Walser Wealth Management's APRW Position: Q2 2026 in Review

Walser Wealth Management held its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) position steady in Q2 2026 at 6,693 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #185.

Walser Wealth Management first reported a position in APRW in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Walser Wealth Management held 6,693 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $249K as of Q2 2026.
  • Walser Wealth Management left its AllianzIM U.S. Equity Buffer20 Apr ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.1% of Walser Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Walser Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.