Kestra Advisory Services’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Kestra Advisory Services’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	$2.74M	Sell	85,672 -902	-1%	-$28.1K	0.01%	1159
2026 Q1	$2.48M	Sell	86,574 -414	-0.5%	-$12.5K	0.01%	1173
2025 Q4	$2.64M	Sell	86,988 -150	-0.2%	-$4.51K	0.01%	1058
2025 Q3	$2.6M	Sell	87,138 -4,104	-4%	-$118K	0.01%	1014
2025 Q2	$2.54M	Buy	91,242 +1,600	+2%	+$42K	0.01%	959
2025 Q1	$2.31M	Buy	89,642 +800	+0.9%	+$21.8K	0.01%	921
2024 Q4	$2.42M	Sell	88,842 -689	-0.8%	-$18.9K	0.01%	904
2024 Q3	$2.41M	Buy	89,531 +17,855	+25%	+$465K	0.01%	865
2024 Q2	$1.84M	Buy	+71,676	New	+$1.79M	0.01%	1002

Other funds holding ARLU

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

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFG

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

FHC

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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Kestra Advisory Services's ARLU Position: Q2 2026 in Review

Kestra Advisory Services reduced its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 1% in Q2 2026, selling an estimated $28.1K and leaving 85,672 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #1159.

Kestra Advisory Services first reported a position in ARLU in Q2 2024 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Kestra Advisory Services held 85,672 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $2.74M as of Q2 2026.
Kestra Advisory Services sold 902 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $28.1K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1159 holding.
Kestra Advisory Services first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and has held it in 9 quarters since.
16 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.