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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
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 $9.02B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $7.99B AUM 21.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

USA Financial Formulas's ARLU Position: Q1 2026 in Review

USA Financial Formulas reduced its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) stake by 5.7% in Q1 2026, selling an estimated $119K and leaving 64,932 shares worth $1.86M. The position accounts for 0.35% of the portfolio, ranked #17.

USA Financial Formulas first reported a position in ARLU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q2 2025. 23 funds tracked by Wall St. Rank hold ARLU as of Q1 2026.

  • USA Financial Formulas held 64,932 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $1.86M as of Q1 2026.
  • USA Financial Formulas sold 3,935 AllianzIM US Equity Buffer15 Uncapped Apr ETF shares in Q1 2026, an estimated $119K.
  • AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.35% of USA Financial Formulas's portfolio in Q1 2026, its #17 holding.
  • USA Financial Formulas first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q1 2025 and has held it in 5 quarters since.
  • USA Financial Formulas's AllianzIM US Equity Buffer15 Uncapped Apr ETF position peaked at $2.82M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.