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

Wealth Group’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
Q2 		– Sell
-6,467
Closed -$208K – 96
2025
Q1 		$208K Hold
6,467
– – 0.13% 150
2024
Q4 		$212K Hold
6,467
– – 0.14% 153
2024
Q3 		$209K Hold
6,467
– – 0.14% 145
2024
Q2 		$201K Buy
+6,467
New +$196K 0.14% 145

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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wealth Group's APRW Position: Q2 2025 in Review

Wealth Group sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q2 2025, closing a stake of 6,467 shares — an estimated $208K sold.

Wealth Group first reported a position in APRW in Q2 2024 and held it in 4 quarters. The position peaked at $212K in Q4 2024. 59 funds tracked by Wall St. Rank hold APRW as of Q2 2025.

  • Wealth Group reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 6,467 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2025, an estimated $208K.
  • Wealth Group first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and held it in 4 quarters.
  • Wealth Group's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $212K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.