Advus Financial Partners, LLC’s AllianzIM U.S. Equity Buffer20 Apr ETF APRW Stock Holding History

Advus Financial Partners, LLC’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	$308K	Sell	8,296 -1,000	-11%	-$36.7K	0.07%	191
2026 Q1	$329K	Sell	9,296 -400	-4%	-$14K	0.08%	176
2025 Q4	$338K	Sell	9,696 -150	-2%	-$5.17K	0.08%	171
2025 Q3	$337K	Sell	9,846 -2,000	-17%	-$67.6K	0.08%	181
2025 Q2	$395K	Hold	11,846	–	–	0.1%	143
2025 Q1	$380K	Hold	11,846	–	–	0.11%	139
2024 Q4	$389K	Hold	11,846	–	–	0.11%	128
2024 Q3	$382K	Hold	11,846	–	–	0.11%	131
2024 Q2	$369K	Buy	+11,846	New	+$360K	0.11%	121

Other funds holding APRW

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

GCP

Guardian Capital (Pennsylvania) Wexford, Pennsylvania $122M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

GTS Financial Bloomington, Minnesota $137M AUM

Advus Financial Partners, LLC's APRW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) stake by 11% in Q2 2026, selling an estimated $36.7K and leaving 8,296 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #191.

Advus Financial Partners, LLC first reported a position in APRW in Q2 2024 and has held it in 9 quarters since. The position peaked at $395K in Q2 2025. 68 funds tracked by Wall St. Rank hold APRW as of Q2 2026.

Advus Financial Partners, LLC held 8,296 shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $308K as of Q2 2026.
Advus Financial Partners, LLC sold 1,000 AllianzIM U.S. Equity Buffer20 Apr ETF shares in Q2 2026, an estimated $36.7K.
AllianzIM U.S. Equity Buffer20 Apr ETF made up 0.07% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #191 holding.
Advus Financial Partners, LLC first reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF in Q2 2024 and has held it in 9 quarters since.
Advus Financial Partners, LLC's AllianzIM U.S. Equity Buffer20 Apr ETF position peaked at $395K in Q2 2025.
68 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Apr ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.