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Walser Wealth Management’s AllianzIM US Equity Buffer15 Uncapped Apr ETF ARLU Stock Holding History

Walser Wealth Management’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 		$260K Hold
8,140
– – 0.11% 181
2026
Q1 		$234K Hold
8,140
– – 0.1% 161
2025
Q4 		$247K Buy
+8,140
New +$245K 0.13% 116

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
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 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

Walser Wealth Management's ARLU Position: Q2 2026 in Review

Walser Wealth Management held its AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) position steady in Q2 2026 at 8,140 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #181.

Walser Wealth Management first reported a position in ARLU in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold ARLU as of Q2 2026.

  • Walser Wealth Management held 8,140 shares of AllianzIM US Equity Buffer15 Uncapped Apr ETF worth $260K as of Q2 2026.
  • Walser Wealth Management left its AllianzIM US Equity Buffer15 Uncapped Apr ETF share count unchanged in Q2 2026.
  • AllianzIM US Equity Buffer15 Uncapped Apr ETF made up 0.11% of Walser Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Walser Wealth Management first reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held AllianzIM US Equity Buffer15 Uncapped Apr ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.