Stephens Inc’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Stephens Inc’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	$3.13M	Buy	98,156 +6,054	+7%	+$189K	0.04%	401
2026 Q1	$2.64M	Sell	92,102 -444	-0.5%	-$13.4K	0.03%	426
2025 Q4	$2.81M	Buy	92,546 +567	+0.6%	+$17.1K	0.03%	415
2025 Q3	$2.74M	Buy	91,979 +10,905	+13%	+$313K	0.03%	416
2025 Q2	$2.26M	Buy	81,074 +3,121	+4%	+$81.9K	0.03%	437
2025 Q1	$2.01M	Buy	77,953 +3,148	+4%	+$85.7K	0.03%	463
2024 Q4	$2.04M	Sell	74,805 -5,654	-7%	-$155K	0.03%	444
2024 Q3	$2.16M	Buy	80,459 +569	+0.7%	+$14.8K	0.03%	428
2024 Q2	$2.05M	Buy	+79,890	New	+$2M	0.03%	425

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

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

SOS

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

Stephens Inc's ARLU Position: Q2 2026 in Review

Stephens Inc increased its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 6.6% in Q2 2026, buying an estimated $189K and bringing the position to 98,156 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #401.

Stephens Inc 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.

Stephens Inc held 98,156 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $3.13M as of Q2 2026.
Stephens Inc bought 6,054 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $189K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #401 holding.
Stephens Inc 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 Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.