AE Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

AE Wealth Management’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
2026 Q2	$968K	Sell	26,990 -3,890,173	-99%	-$137M	﹤0.01%	924
2026 Q1	$132M	Sell	3,917,163 -15,143	-0.4%	-$526K	0.72%	24
2025 Q4	$137M	Buy	3,932,306 +3,921,306	+35,648%	+$134M	0.78%	18
2025 Q3	$373K	Sell	11,000 -1,532,386	-99%	-$51.4M	﹤0.01%	1093
2025 Q2	$51.1M	Sell	1,543,386 -55,144	-3%	-$1.76M	0.37%	64
2025 Q1	$50.5M	Sell	1,598,530 -77,118	-5%	-$2.51M	0.42%	56
2024 Q4	$54.3M	Buy	1,675,648 +1,470,515	+717%	+$47.5M	0.46%	52
2024 Q3	$6.52M	Sell	205,133 -186,971	-48%	-$5.77M	0.06%	287
2024 Q2	$11.9M	Buy	392,104 +40,298	+11%	+$1.2M	0.12%	203
2024 Q1	$10.4M	Buy	351,806 +316,959	+910%	+$9.27M	0.12%	212
2023 Q4	$1.02M	Buy	+34,847	New	+$973K	0.01%	1149
2023 Q3	–	Sell	-9,272	Closed	-$256K	–	2058
2023 Q2	$256K	Buy	+9,272	New	+$248K	﹤0.01%	1662
2022 Q1	–	Sell	-947,078	Closed	-$24.7M	–	1799
2021 Q4	$24.7M	Buy	+947,078	New	+$24.3M	0.17%	125

Other funds holding SIXO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

AE Wealth Management's SIXO Position: Q2 2026 in Review

AE Wealth Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 99% in Q2 2026, selling an estimated $137M and leaving 26,990 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

AE Wealth Management first reported a position in SIXO in Q4 2021 and has held it in 13 quarters since. The position peaked at $137M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

AE Wealth Management held 26,990 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $968K as of Q2 2026.
AE Wealth Management sold 3,890,173 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $137M.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #924 holding.
AE Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2021 and has held it in 13 quarters since.
AE Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $137M in Q4 2025.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.