USA Financial Formulas Makes New $2.56 Million Investment in AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF $ARLU

USA Financial Formulas bought a new stake in shares of AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF (BATS:ARLU) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 79,075 shares of the company’s stock, valued at approximately $2,559,000. AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF accounts for approximately 0.5% of USA Financial Formulas’ portfolio, making the stock its 15th biggest holding. USA Financial Formulas owned about 5.10% of AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Walser Wealth Management Company A Ltd Liability Co acquired a new position in AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF in the third quarter valued at about $263,000. First Heartland Consultants Inc. bought a new position in AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF in the 3rd quarter valued at about $429,000. Independent Financial Group LLC bought a new position in AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF in the 1st quarter valued at about $391,000. Patriot Financial Group Insurance Agency LLC increased its holdings in AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF by 96.2% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 19,132 shares of the company’s stock valued at $549,000 after buying an additional 9,383 shares during the period. Finally, ARS Wealth Advisors Group LLC acquired a new position in shares of AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF in the 3rd quarter valued at approximately $4,350,000.

AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF Stock Performance

Shares of BATS:ARLU opened at $32.32 on Friday. The firm has a 50 day moving average of $32.56 and a 200-day moving average of $31.77. AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF has a 12 month low of $27.79 and a 12 month high of $33.06.

AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF Profile

The AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF (ARLU) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for specific buffered losses and uncapped gains on the SPDR S&P 500 ETF Trust over a one-year period. The actively managed fund holds options and collateral. ARLU was launched on Mar 28, 2024 and is issued by Allianz.