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Foundations Investment Advisors’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Foundations Investment Advisors’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
Q1 		$344K Hold
11,993
– – ﹤0.01% 856
2025
Q4 		$364K Hold
11,993
– – ﹤0.01% 826
2025
Q3 		$357K Sell
11,993
-835
-7% -$24K 0.01% 774
2025
Q2 		$358K Buy
12,828
+2,540
+25% +$66.7K 0.01% 689
2025
Q1 		$265K Hold
10,288
– – ﹤0.01% 749
2024
Q4 		$280K Hold
10,288
– – 0.01% 676
2024
Q3 		$277K Buy
+10,288
New +$268K 0.01% 659

Other funds holding ARLU

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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
SI
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 $531M AUM 28.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Foundations Investment Advisors's ARLU Position: Q1 2026 in Review

Foundations Investment Advisors held its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) position steady in Q1 2026 at 11,993 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Foundations Investment Advisors first reported a position in ARLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $364K in Q4 2025. 23 funds tracked by Wall St. Rank hold ARLU as of Q1 2026.

  • Foundations Investment Advisors held 11,993 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $344K as of Q1 2026.
  • Foundations Investment Advisors left its AllianzIM US Equity Buffer15 Uncapped Apr ETF share count unchanged in Q1 2026.
  • AllianzIM US Equity Buffer15 Uncapped Apr ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #856 holding.
  • Foundations Investment Advisors first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q3 2024 and has held it in 7 quarters since.
  • Foundations Investment Advisors's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $364K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.