AE Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

AE Wealth Management’s Portfolio SIXD Stock Details SIXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$209K	Sell	7,380 -844	-10%	-$24.4K	﹤0.01%	1580
2025 Q4	$238K	Sell	8,224 -3,541	-30%	-$101K	﹤0.01%	1434
2025 Q3	$333K	Sell	11,765 -2,280,141	-99%	-$63.6M	﹤0.01%	1143
2025 Q2	$62.9M	Sell	2,291,906 -30,888	-1%	-$817K	0.46%	50
2025 Q1	$60.9M	Sell	2,322,794 -17,541	-0.7%	-$469K	0.51%	42
2024 Q4	$62.1M	Sell	2,340,335 -1,199,175	-34%	-$31.9M	0.53%	40
2024 Q3	$93M	Buy	3,539,510 +202,099	+6%	+$5.2M	0.84%	19
2024 Q2	$85M	Buy	+3,337,411	New	+$84.5M	0.85%	15

Other funds holding SIXD

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

AE Wealth Management's SIXD Position: Q1 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 10% in Q1 2026, selling an estimated $24.4K and leaving 7,380 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

AE Wealth Management first reported a position in SIXD in Q2 2024 and has held it in 8 quarters since. The position peaked at $93M in Q3 2024. 25 funds tracked by Wall St. Rank hold SIXD as of Q1 2026.

AE Wealth Management held 7,380 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $209K as of Q1 2026.
AE Wealth Management sold 844 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q1 2026, an estimated $24.4K.
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1580 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2024 and has held it in 8 quarters since.
AE Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $93M in Q3 2024.
25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.