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 Q3	$7.19M	Sell	222,124 -67,615	-23%	-$2.18M	0.01%	1120
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	$9.8M	Sell	322,168 -1,592	-0.5%	-$47.9K	0.01%	906
2025 Q3	$9.6M	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 $7.09B AUM 12.79% 1-Year Est. Return

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

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

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

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

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

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Commonwealth Equity Services's ARLU Position: Q3 2026 in Review

Commonwealth Equity Services reduced its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 23% in Q3 2026, selling an estimated $2.18M and leaving 222,124 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #1120.

Commonwealth Equity Services first reported a position in ARLU in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.8M in Q4 2025. 12 funds tracked by Wall St. Rank hold ARLU as of Q3 2026.

Commonwealth Equity Services held 222,124 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $7.19M as of Q3 2026.
Commonwealth Equity Services sold 67,615 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q3 2026, an estimated $2.18M.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1120 holding.
Commonwealth Equity Services first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $9.8M in Q4 2025.
12 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.