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Advisornet Financial’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Advisornet Financial’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11
Closed -$286 – 2489
2023
Q3 		$286 Buy
+11
New +$306 ﹤0.01% 2084

Other funds holding SIXO

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisornet Financial's SIXO Position: Q4 2023 in Review

Advisornet Financial sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q4 2023, closing a stake of 11 shares — an estimated $286 sold.

Advisornet Financial first reported a position in SIXO in Q3 2023 and held it in 1 quarter. The position peaked at $286 in Q3 2023. 25 funds tracked by Wall St. Rank hold SIXO as of Q4 2023.

  • Advisornet Financial reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 11 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q4 2023, an estimated $286.
  • Advisornet Financial first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q3 2023 and held it in 1 quarter.
  • Advisornet Financial's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $286 in Q3 2023.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.