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USA FINANCIAL FORMULAS’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

USA FINANCIAL FORMULAS’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 		$2.36M Buy
+73,827
New +$2.3M 0.43% 21

Other funds holding ARLU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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
SI
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

USA FINANCIAL FORMULAS's ARLU Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) in Q2 2026: 73,827 shares worth $2.36M. The stake represents 0.43% of the portfolio and ranks #21 among its holdings.

14 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

  • USA FINANCIAL FORMULAS held 73,827 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $2.36M as of Q2 2026.
  • AllianzIM US Equity Buffer15 Uncapped Apr ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.43% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #21 holding.
  • 14 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.