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

WealthPLAN Partners’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
2024
Q1 		– Sell
-19,669
Closed -$580K – 307
2023
Q4 		$580K Buy
19,669
+2,376
+14% +$68K 0.06% 202
2023
Q3 		$484K Buy
17,293
+8,599
+99% +$243K 0.06% 205
2023
Q2 		$244K Buy
+8,694
New +$238K 0.03% 264

Other funds holding APRW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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

WealthPLAN Partners's APRW Position: Q1 2024 in Review

WealthPLAN Partners sold out of AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2024, closing a stake of 19,669 shares — an estimated $580K sold.

WealthPLAN Partners first reported a position in APRW in Q2 2023 and held it in 3 quarters. The position peaked at $580K in Q4 2023. 52 funds tracked by Wall St. Rank hold APRW as of Q1 2024.

  • WealthPLAN Partners reported no remaining AllianzIM U.S. Equity Buffer20 Apr ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 19,669 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q1 2024, an estimated $580K.
  • WealthPLAN Partners first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2023 and held it in 3 quarters.
  • WealthPLAN Partners's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $580K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.