Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
AllianzIM U.S. Large Cap Buffer10 Apr ETF (APRT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/14/2025: APRT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.96% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.67 | 52 Weeks Range 33.47 - 40.07 | Updated Date 06/29/2025 |
52 Weeks Range 33.47 - 40.07 | Updated Date 06/29/2025 |
Upturn AI SWOT
AllianzIM U.S. Large Cap Buffer10 Apr ETF
ETF Overview
Overview
The AllianzIM U.S. Large Cap Buffer10 Apr ETF (NYSEARCA: APRT) seeks to provide investors with capped exposure to the S&P 500 Total Return Index, while buffering investors against the first 10% of losses over a one-year period. It utilizes flexible exchange options to pursue its investment strategy.
Reputation and Reliability
Allianz Investment Management LLC is a global investment management firm with a strong reputation and long track record.
Management Expertise
AllianzIM has a team of experienced portfolio managers and investment professionals managing the ETF.
Investment Objective
Goal
The fund seeks to provide returns that match the S&P 500 Total Return Index up to a specified cap, while providing a buffer against the first 10% of potential losses over a one-year period.
Investment Approach and Strategy
Strategy: The ETF employs a defined outcome strategy, using flexible exchange options to limit potential losses and cap potential gains.
Composition The ETF primarily holds flexible exchange options to achieve its buffered and capped exposure to the S&P 500.
Market Position
Market Share: Data is not readily available to determine APRT's precise market share.
Total Net Assets (AUM): 88251242
Competitors
Key Competitors
- Innovator U.S. Equity Buffer ETF (BJUL)
- Invesco S&P 500 Buffer Protect ETF (PAPR)
- First Trust Cboe Vest U.S. Equity Buffer ETF - April (FAPR)
Competitive Landscape
The competitive landscape is made up of other defined outcome ETFs that aim to protect from downside risk while providing upside potential. APRT competes based on its buffer percentage, cap rate, underlying index, and issuer reputation. APRT's advantage lies in its flexible exchange option strategy and AllianzIM's expertise, while its disadvantage is the capped upside, and the need for investors to understand defined outcome strategies.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial sources to review the ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: The ETFu2019s performance is compared to the S&P 500 Total Return Index, with adjustments for the buffer and cap.
Expense Ratio: 0.74
Liquidity
Average Trading Volume
APRT has an average trading volume that reflects moderate liquidity, which can fluctuate based on market conditions.
Bid-Ask Spread
The bid-ask spread for APRT is typically competitive, but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
APRT's performance is influenced by factors affecting the S&P 500, including economic growth, interest rates, inflation, and geopolitical events.
Growth Trajectory
APRT's growth trajectory is dependent on investor demand for defined outcome products and the ETF's ability to provide its stated buffer and capped upside.
Moat and Competitive Advantages
Competitive Edge
APRT's competitive advantage stems from its defined outcome strategy, offering a buffered downside with capped upside, providing investors with a level of risk management. The fund is suitable for investors seeking downside protection and a predictable range of returns. AllianzIM's reputation also enhances the fund's appeal. The flexible exchange strategy contributes to the funds' ability to maintain the defined buffer and cap.
Risk Analysis
Volatility
APRTu2019s volatility is expected to be lower than the S&P 500 due to the buffer, but it will still experience market fluctuations.
Market Risk
APRT is subject to market risk because the performance of the underlying flexible exchange options is tied to the performance of the S&P 500.
Investor Profile
Ideal Investor Profile
APRT is suitable for investors who seek downside protection and are comfortable with capped upside potential. It's ideal for risk-averse investors looking to participate in market gains while limiting losses.
Market Risk
APRT is best for long-term investors who are seeking a defined level of risk management in their portfolio.
Summary
The AllianzIM U.S. Large Cap Buffer10 Apr ETF aims to provide capped exposure to the S&P 500 while protecting against the first 10% of losses over a one-year period. The fund utilizes flexible exchange options to pursue its strategy, making it suitable for risk-averse investors who want to participate in market gains with limited downside risk. The ETF's performance is dependent on the underlying index and the effectiveness of its buffering strategy. However, it is important to understand the defined outcome strategy to ensure it aligns with the investor's objectives.
Similar ETFs
Sources and Disclaimers
Data Sources:
- AllianzIM
- NYSEARCA
- SEC Filings
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should consult with a financial advisor before making investment decisions. Market share data may not be readily available or precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AllianzIM U.S. Large Cap Buffer10 Apr ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets in instruments with economic characteristics similar to U.S. large cap equity securities. Specifically, the manager intends to invest substantially all of the fund's assets in FLexible EXchange Options ("FLEX Options") that reference the underlying ETF. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.