Envestnet Asset Management

Envestnet Asset Management’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Envestnet Asset Management’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	$576K	Buy	+18,050	New	+$563K	﹤0.01%	3975

Other funds holding ARLU

Commonwealth Equity Services

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

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

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

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

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

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

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $241M AUM

Envestnet Asset Management's ARLU Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) in Q2 2026: 18,050 shares worth $576K. The stake represents ﹤0.01% of the portfolio and ranks #3975 among its holdings.

14 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Envestnet Asset Management held 18,050 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $576K as of Q2 2026.
AllianzIM US Equity Buffer15 Uncapped Apr ETF was a new Envestnet Asset Management position in Q2 2026.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3975 holding.
14 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.