Silver Oak Securities’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Silver Oak Securities’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	$396K	Hold	12,390	–	–	0.02%	537
2026 Q1	$355K	Sell	12,390 -486	-4%	-$14.6K	0.03%	540
2025 Q4	$393K	Sell	12,876 -559	-4%	-$16.8K	0.03%	534
2025 Q3	$400K	Hold	13,435	–	–	0.03%	487
2025 Q2	$375K	Hold	13,435	–	–	0.03%	482
2025 Q1	$345K	Hold	13,435	–	–	0.03%	469
2024 Q4	$368K	Hold	13,435	–	–	0.03%	449
2024 Q3	$361K	Buy	13,435 +3,756	+39%	+$97.8K	0.04%	392
2024 Q2	$249K	Buy	+9,679	New	+$242K	0.04%	332

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

Silver Oak Securities's ARLU Position: Q2 2026 in Review

Silver Oak Securities held its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) position steady in Q2 2026 at 12,390 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #537.

Silver Oak Securities first reported a position in ARLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $400K in Q3 2025. 16 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

Silver Oak Securities held 12,390 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $396K as of Q2 2026.
Silver Oak Securities left its AllianzIM US Equity Buffer15 Uncapped Apr ETF share count unchanged in Q2 2026.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #537 holding.
Silver Oak Securities first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and has held it in 9 quarters since.
Silver Oak Securities's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $400K in Q3 2025.
16 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.