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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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.