Independent Financial Group’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Independent Financial Group’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	$545K	Buy	17,080 +3,455	+25%	+$108K	0.01%	959
2026 Q1	$391K	Hold	13,625	–	–	0.01%	1042
2025 Q4	$413K	Hold	13,625	–	–	0.01%	988
2025 Q3	$406K	Hold	13,625	–	–	0.01%	941
2025 Q2	$380K	Buy	13,625 +1,118	+9%	+$29.4K	0.01%	907
2025 Q1	$323K	Hold	12,507	–	–	0.01%	901
2024 Q4	$341K	Hold	12,507	–	–	0.01%	856
2024 Q3	$336K	Hold	12,507	–	–	0.01%	829
2024 Q2	$322K	Buy	+12,507	New	+$312K	0.01%	794

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

Independent Financial Group's ARLU Position: Q2 2026 in Review

Independent Financial Group increased its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 25% in Q2 2026, buying an estimated $108K and bringing the position to 17,080 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #959.

Independent Financial Group first reported a position in ARLU in Q2 2024 and has held it in 9 quarters since. 25 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Independent Financial Group held 17,080 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $545K as of Q2 2026.
Independent Financial Group bought 3,455 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $108K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #959 holding.
Independent Financial Group first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and has held it in 9 quarters since.
25 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.