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Atria Wealth Solutions’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Atria Wealth Solutions’s Portfolio ARLU Stock Details ARLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,163
Closed -$359K – 2109
2024
Q4 		$359K Sell
13,163
-334
-2% -$9.18K ﹤0.01% 1440
2024
Q3 		$363K Sell
13,497
-194
-1% -$5.05K ﹤0.01% 1395
2024
Q2 		$352K Buy
+13,691
New +$342K ﹤0.01% 1417

Other funds holding ARLU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Wealth Solutions's ARLU Position: Q1 2025 in Review

Atria Wealth Solutions sold out of AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) in Q1 2025, closing a stake of 13,163 shares — an estimated $359K sold.

Atria Wealth Solutions first reported a position in ARLU in Q2 2024 and held it in 3 quarters. The position peaked at $363K in Q3 2024. 20 funds tracked by Wall St. Rank hold ARLU as of Q1 2025.

  • Atria Wealth Solutions reported no remaining AllianzIM US Equity Buffer15 Uncapped Apr ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,163 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q1 2025, an estimated $359K.
  • Atria Wealth Solutions first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $363K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.