AWM
SIXZ

AE Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

AE Wealth Management’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1M Buy
556,747
+1,797
+0.3% +$53.2K 0.09% 235
2025
Q4 		$16.4M Buy
+554,950
New +$16.3M 0.09% 219
2025
Q3 		– Sell
-655
Closed -$18.6K – 2384
2025
Q2 		$18.6K Sell
655
-1,163
-64% -$31.8K ﹤0.01% 1777
2025
Q1 		$49.2K Buy
+1,818
New +$50.5K ﹤0.01% 1590

Other funds holding SIXZ

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

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

AE Wealth Management increased its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 0.32% in Q1 2026, buying an estimated $53.2K and bringing the position to 556,747 shares worth $16.1M. The position accounts for 0.09% of the portfolio, ranked #235.

AE Wealth Management first reported a position in SIXZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $16.4M in Q4 2025. 31 funds tracked by Wall St. Rank hold SIXZ as of Q1 2026.

  • AE Wealth Management held 556,747 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $16.1M as of Q1 2026.
  • AE Wealth Management bought 1,797 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q1 2026, an estimated $53.2K.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.09% of AE Wealth Management's portfolio in Q1 2026, its #235 holding.
  • AE Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q1 2025 and has held it in 4 quarters since.
  • AE Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $16.4M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q1 2026.

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