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AllianzIM U.S. Large Cap Buffer10 Apr ETF(APRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for APRT
11/11/2026: APRT (3-star) is a SELL. SELL for 4 days. Simulated Profits (6.83%). Updated daily EoD!
AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT) provides exposure to the S&P 500 Price Return Index with a pre-defined cap on upside and a 10% buffer against losses over an annual cycle ending in April. By utilizing FLEX options, it offers a risk-managed alternative for equity investors who prioritize downside protection over unlimited market gains. Its primary strengths lie in the clarity of its risk-reward proposition and the institutional quality of the issuer. Investors should be aware of the inherent costs of the options strategy and the risk of losses exceeding the 10% buffer. It is best suited for risk-conscious investors who aim for equity-like returns with a structural safeguard, provided they commit to the full one-year outcome cycle.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The upside cap limits the potential for capturing significant market rallies. |
| Momentum investor | Weak fit | The cap on returns is antithetical to momentum-based strategies that seek unlimited upside. |
| Value investor | Mixed fit | Value investors may appreciate the buffer, but the cost of the option structure reduces total return potential. |
| Dividend/Income investor | Weak fit | The fund focuses on price return and does not provide traditional equity income. |
| Low-risk investor | Strong fit | The 10% downside buffer provides a cushion that aligns well with risk-averse equity exposure goals. |
Investor Profile
Ideal Investor Profile
Investors seeking equity market exposure but who are concerned about potential drawdowns and are willing to sacrifice uncapped upside.
Suitability
Best for long-term investors who can hold through the one-year outcome period.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The buffer mitigates initial volatility, but returns are capped. |
| Market risk | Medium / high | The fund is fully exposed to market losses exceeding the 10% buffer. |
| Concentration | High | The portfolio is concentrated in S&P 500 derivatives. |
| Tracking/expense | Medium | The expense ratio is higher than standard passive index funds. |
| Liquidity | Medium | Exiting before the outcome period ends may result in unfavorable pricing. |
| Business/sector quality | Low | The reliance on options counterparties introduces minimal credit risk. |
Risk Analysis
Volatility
APRT exhibits lower realized volatility than the unhedged S&P 500 index due to the 10% buffer.
Market Risk
The primary risk is a market decline greater than 10%, where investors bear the full loss beyond the buffer.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | S&P 500 Index FLEX Options | 95 | These options provide the structured upside cap and downside buffer relative to the S&P 500. |
| Cash/collateral | US Treasury Bills / Cash Equivalents | 5 | Short-term government debt provides collateral for the options and liquidity for fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.29% | Avg. Invested days 86 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/11/2026 |
Sector & Industry Intelligence
Sector snapshot as of 2026-11-10
This fund is not assigned to one sector.
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