WIM
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WealthPlan Investment Management’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-1,286
Closed -$36.1K – 172
2023
Q2 		$36.1K Buy
+1,286
New +$35.2K 0.01% 215

Other funds holding APRW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WealthPlan Investment Management's APRW Position: Q3 2023 in Review

WealthPlan Investment Management sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q3 2023, closing a stake of 1,286 shares — an estimated $36.1K sold.

WealthPlan Investment Management first reported a position in APRW in Q2 2023 and held it in 1 quarter. The position peaked at $36.1K in Q2 2023. 40 funds tracked by Wall St. Rank hold APRW as of Q3 2023.

  • WealthPlan Investment Management reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,286 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q3 2023, an estimated $36.1K.
  • WealthPlan Investment Management first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $36.1K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.