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Strategic Financial Concepts’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-171,728
Closed -$6.68K – 766
2024
Q2 		$6.68K Buy
+171,728
New +$4.29M ﹤0.01% 450

Other funds holding ARLU

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Strategic Financial Concepts's ARLU Position: Q3 2024 in Review

Strategic Financial Concepts sold out of AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) in Q3 2024, closing a stake of 171,728 shares — an estimated $6.68K sold.

Strategic Financial Concepts first reported a position in ARLU in Q2 2024 and held it in 1 quarter. The position peaked at $6.68K in Q2 2024. 19 funds tracked by Wall St. Rank hold ARLU as of Q3 2024.

  • Strategic Financial Concepts reported no remaining AllianzIM US Equity Buffer15 Uncapped Apr ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 171,728 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q3 2024, an estimated $6.68K.
  • Strategic Financial Concepts first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $6.68K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.