Creative Financial Designs’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Creative Financial Designs’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	$95.5K	Hold	2,950	–	–	﹤0.01%	880
2026 Q2	$94.2K	Sell	2,950 -400	-12%	-$12.5K	﹤0.01%	817
2026 Q1	$96.1K	Sell	3,350 -300	-8%	-$9.04K	0.01%	699
2025 Q4	$111K	Sell	3,650 -425	-10%	-$12.8K	0.01%	634
2025 Q3	$121K	Hold	4,075	–	–	0.01%	585
2025 Q2	$114K	Sell	4,075 -925	-19%	-$24.3K	0.01%	634
2025 Q1	$129K	Sell	5,000 -500	-9%	-$13.6K	0.01%	547
2024 Q4	$150K	Sell	5,500 -400	-7%	-$11K	0.01%	511
2024 Q3	$159K	Buy	+5,900	New	+$154K	0.01%	507

Other funds holding ARLU

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

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

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

Creative Financial Designs's ARLU Position: Q3 2026 in Review

Creative Financial Designs held its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) position steady in Q3 2026 at 2,950 shares worth $95.5K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Creative Financial Designs first reported a position in ARLU in Q3 2024 and has held it in 9 quarters since. The position peaked at $159K in Q3 2024. 12 funds tracked by Wall St. Rank hold ARLU as of Q3 2026.

Creative Financial Designs held 2,950 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $95.5K as of Q3 2026.
Creative Financial Designs left its AllianzIM US Equity Buffer15 Uncapped Apr ETF share count unchanged in Q3 2026.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #880 holding.
Creative Financial Designs first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q3 2024 and has held it in 9 quarters since.
Creative Financial Designs's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $159K in Q3 2024.
12 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.