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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
+8,895
+14% +$277K 0.43% 21
2026
Q1 		$1.86M Sell
64,932
-3,935
-6% -$119K 0.35% 17
2025
Q4 		$2.09M Sell
68,867
-14,454
-17% -$435K 0.38% 16
2025
Q3 		$2.48M Sell
83,321
-17,891
-18% -$514K 0.44% 18
2025
Q2 		$2.82M Buy
101,212
+101,167
+224,816% +$2.66M 0.48% 23
2025
Q1 		$1.16K Buy
+45
New +$1.23K ﹤0.01% 260

Other funds holding ARLU

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

USA Financial Formulas's ARLU Position: Q2 2026 in Review

USA Financial Formulas increased its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 14% in Q2 2026, buying an estimated $277K and bringing the position to 73,827 shares worth $2.36M. The position accounts for 0.43% of the portfolio, ranked #21.

USA Financial Formulas first reported a position in ARLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.82M in Q2 2025. 25 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.
  • USA Financial Formulas bought 8,895 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q2 2026, an estimated $277K.
  • AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.43% of USA Financial Formulas's portfolio in Q2 2026, its #21 holding.
  • USA Financial Formulas first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q1 2025 and has held it in 6 quarters since.
  • USA Financial Formulas's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $2.82M in Q2 2025.
  • 25 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.