NATIONS FINANCIAL GROUP INC, /IA/ /ADV APRT — ALLIANZIM U.S. LARGE CAP BUFFER10 APR ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  13 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported ALLIANZIM U.S. LARGE CAP BUFFER10 APR ETF (APRT) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows APRT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in ALLIANZIM U.S. LARGE CAP BUFFER10 APR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APRT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APRT stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held APRT — position size vs. price
% of Fund (quarterly)    APRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,608 +127 +2.3% 0.01% $238K 2026-04-15 $44.35
2025 Q4 REDUCED 25.8% +2.1% ❌ 5,481 -1,906 -25.8% 0.01% $228K 2026-01-26 $41.89
2025 Q3 ADDED — — — 7,387 +419 +6.0% 0.02% $301K 2025-10-28 $40.99
2025 Q2 ADDED — — — 6,968 +1,188 +20.6% 0.02% $274K 2025-08-11 $39.91
2025 Q1 REDUCED 25.0% +5.9% ❌ 5,780 -1,924 -25.0% 0.02% $214K 2025-05-13 $38.05
2024 Q4 UNCHANGED — — — 7,704 — 0% 0.02% $297K 2025-01-30 $39.54
2024 Q3 REDUCED — — — 7,704 -15 -0.2% 0.02% $291K 2024-11-04 $37.58
2024 Q2 UNCHANGED — — — 7,719 — 0% 0.02% $279K 2024-07-29 $36.17
2024 Q1 ADDED — — — 7,719 +318 +4.3% 0.02% $269K 2024-04-23 $34.14
2023 Q4 ADDED — — — 7,401 +38 +0.5% 0.02% $248K 2024-02-09 $34.42
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APRT

As of 2026 Q1 — sorted by position size

Nvest Financial, LLC 3Y 0.66% Rothschild Wealth LLC 3Y 0.15% Cassady Wealth & Retirement Planning, LLC 0.14% Bison Wealth, LLC 0.08% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.07% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.04% First Heartland Consultants, Inc. 3Y 7Y 0.04% Accurate Wealth Management, LLC 3Y 0.04% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.03% Bleakley Financial Group, LLC 3Y 0.01%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and APRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning APRT?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported APRT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APRT position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for APRT was 0.02% in 2023 Q4.

What is the latest reported APRT position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 5,608 shares, equal to 0.01% of portfolio, with an estimated market value of $238K.

What does the chart on this APRT ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly APRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their APRT position?

Based on 13F filing dates vs. subsequent APRT price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on APRT relative to SPY over the holding period was -5.2%.

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