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 Q3	$2.56M	Buy	79,075 +5,248	+7%	+$169K	0.5%	15
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	+$1.22K	﹤0.01%	260

Other funds holding ARLU

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

USA Financial Formulas's ARLU Position: Q3 2026 in Review

USA Financial Formulas increased its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 7.1% in Q3 2026, buying an estimated $169K and bringing the position to 79,075 shares worth $2.56M. The position accounts for 0.5% of the portfolio, ranked #15.

USA Financial Formulas first reported a position in ARLU in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.82M in Q2 2025. 7 funds tracked by Wall St. Rank hold ARLU as of Q3 2026.

USA Financial Formulas held 79,075 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $2.56M as of Q3 2026.
USA Financial Formulas bought 5,248 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q3 2026, an estimated $169K.
AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.5% of USA Financial Formulas's portfolio in Q3 2026, its #15 holding.
USA Financial Formulas first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q1 2025 and has held it in 7 quarters since.
USA Financial Formulas's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $2.82M in Q2 2025.
7 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.