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

Westshore Wealth’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 Q1	$884K	Buy	+25,000	New	+$877K	0.31%	34

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $126M AUM

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Westshore Wealth's APRW Position: Q1 2026 in Review

Westshore Wealth opened a new position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) in Q1 2026: 25,000 shares worth $884K. The stake represents 0.31% of the portfolio and ranks #34 among its holdings.

58 funds tracked by Wall St. Rank hold APRW as of Q1 2026.

Westshore Wealth held 25,000 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $884K as of Q1 2026.
AllianzIM U.S. Equity Buffer20 Apr ETF was a new Westshore Wealth position in Q1 2026.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.31% of Westshore Wealth's portfolio in Q1 2026, its #34 holding.
58 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.