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 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Creative Financial Designs's ARLU Position: Q2 2026 in Review

Creative Financial Designs reduced its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 12% in Q2 2026, selling an estimated $12.5K and leaving 2,950 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Creative Financial Designs first reported a position in ARLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $159K in Q3 2024. 16 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Creative Financial Designs held 2,950 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $94.2K as of Q2 2026.
Creative Financial Designs sold 400 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $12.5K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #817 holding.
Creative Financial Designs first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $159K in Q3 2024.
16 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.