Patriot Financial Group Insurance Agency’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Patriot Financial Group Insurance Agency’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	$305K	Sell	9,566 -9,566	-50%	-$298K	0.03%	382
2026 Q1	$549K	Buy	19,132 +9,383	+96%	+$283K	0.03%	417
2025 Q4	$296K	Buy	9,749 +1,160	+14%	+$34.9K	0.04%	390
2025 Q3	$256K	Sell	8,589 -5,221	-38%	-$150K	0.03%	417
2025 Q2	$385K	Sell	13,810 -18,532	-57%	-$486K	0.04%	357
2025 Q1	$835K	Sell	32,342 -23,982	-43%	-$653K	0.11%	209
2024 Q4	$1.53M	Sell	56,324 -7,952	-12%	-$218K	0.21%	109
2024 Q3	$1.73M	Sell	64,276 -38,684	-38%	-$1.01M	0.23%	100
2024 Q2	$2.65M	Buy	+102,960	New	+$2.57M	0.39%	53

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Patriot Financial Group Insurance Agency's ARLU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 50% in Q2 2026, selling an estimated $298K and leaving 9,566 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #382.

Patriot Financial Group Insurance Agency first reported a position in ARLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.65M in Q2 2024. 16 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Patriot Financial Group Insurance Agency held 9,566 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $305K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 9,566 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $298K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #382 holding.
Patriot Financial Group Insurance Agency first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and has held it in 9 quarters since.
Patriot Financial Group Insurance Agency's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $2.65M in Q2 2024.
16 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.