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 Q3	$2.8M	Buy	86,432 +760	+0.9%	+$24.5K	0.01%	1221
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%	-$4.52K	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 $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Advisory Services's ARLU Position: Q3 2026 in Review

Kestra Advisory Services increased its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 0.89% in Q3 2026, buying an estimated $24.5K and bringing the position to 86,432 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #1221.

Kestra Advisory Services first reported a position in ARLU in Q2 2024 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold ARLU as of Q3 2026.

Kestra Advisory Services held 86,432 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $2.8M as of Q3 2026.
Kestra Advisory Services bought 760 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q3 2026, an estimated $24.5K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1221 holding.
Kestra Advisory Services first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and has held it in 10 quarters since.
12 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.