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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
Q2 		$745K Sell
20,046
-4,954
-20% -$182K 0.23% 42
2026
Q1 		$884K Buy
+25,000
New +$877K 0.31% 34

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

Westshore Wealth's APRW Position: Q2 2026 in Review

Westshore Wealth reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 20% in Q2 2026, selling an estimated $182K and leaving 20,046 shares worth $745K. The position accounts for 0.23% of the portfolio, ranked #42.

Westshore Wealth first reported a position in APRW in Q1 2026 and has held it in 2 quarters since. The position peaked at $884K in Q1 2026. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

  • Westshore Wealth held 20,046 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $745K as of Q2 2026.
  • Westshore Wealth sold 4,954 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $182K.
  • AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.23% of Westshore Wealth's portfolio in Q2 2026, its #42 holding.
  • Westshore Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q1 2026 and has held it in 2 quarters since.
  • Westshore Wealth's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $884K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.