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 Q2	$617K	Buy	19,337 +7,344	+61%	+$229K	0.01%	715
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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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 39.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Foundations Investment Advisors's ARLU Position: Q2 2026 in Review

Foundations Investment Advisors increased its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 61% in Q2 2026, buying an estimated $229K and bringing the position to 19,337 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #715.

Foundations Investment Advisors first reported a position in ARLU in Q3 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Foundations Investment Advisors held 19,337 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $617K as of Q2 2026.
Foundations Investment Advisors bought 7,344 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $229K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #715 holding.
Foundations Investment Advisors first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q3 2024 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.