Commonwealth Equity Services’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$9.25M	Sell	289,739 -15,477	-5%	-$482K	0.01%	992
2026 Q1	$8.76M	Sell	305,216 -16,952	-5%	-$511K	0.01%	954
2025 Q4	$9.77M	Sell	322,168 -1,592	-0.5%	-$47.9K	0.01%	906
2025 Q3	$9.64M	Sell	323,760 -4,657	-1%	-$134K	0.01%	935
2025 Q2	$9.16M	Buy	328,417 +24,962	+8%	+$655K	0.01%	974
2025 Q1	$7.83M	Buy	303,455 +159,127	+110%	+$4.33M	0.01%	1007
2024 Q4	$3.93M	Sell	144,328 -2,947	-2%	-$81K	0.01%	1395
2024 Q3	$3.96M	Buy	147,275 +14,639	+11%	+$381K	0.01%	1375
2024 Q2	$3.41M	Buy	+132,636	New	+$3.31M	0.01%	1437

Other funds holding ARLU

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Commonwealth Equity Services's ARLU Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 5.1% in Q2 2026, selling an estimated $482K and leaving 289,739 shares worth $9.25M. The position accounts for 0.01% of the portfolio, ranked #992.

Commonwealth Equity Services first reported a position in ARLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.77M in Q4 2025. 16 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Commonwealth Equity Services held 289,739 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $9.25M as of Q2 2026.
Commonwealth Equity Services sold 15,477 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $482K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #992 holding.
Commonwealth Equity Services first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $9.77M in Q4 2025.
16 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.