Harbour Investments’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Harbour Investments’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	$329K	Hold	11,483	–	–	0.01%	1258
2025 Q4	$348K	Buy	11,483 +1,000	+10%	+$30.1K	0.01%	1010
2025 Q3	$312K	Hold	10,483	–	–	0.01%	1035
2025 Q2	$292K	Hold	10,483	–	–	0.01%	1014
2025 Q1	$270K	Sell	10,483 -325	-3%	-$8.85K	0.01%	973
2024 Q4	$296K	Buy	10,808 +2,198	+26%	+$60.4K	0.01%	871
2024 Q3	$232K	Buy	+8,610	New	+$224K	0.01%	957

Other funds holding ARLU

Allianz Munich, Germany $9.02B AUM 28.63% 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 $531M AUM 28.6% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harbour Investments's ARLU Position: Q1 2026 in Review

Harbour Investments held its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) position steady in Q1 2026 at 11,483 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1258.

Harbour Investments first reported a position in ARLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $348K in Q4 2025. 23 funds tracked by Wall St. Rank hold ARLU as of Q1 2026.

Harbour Investments held 11,483 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $329K as of Q1 2026.
Harbour Investments 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 Harbour Investments's portfolio in Q1 2026, its #1258 holding.
Harbour Investments first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q3 2024 and has held it in 7 quarters since.
Harbour Investments's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $348K in Q4 2025.
23 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.