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Aegis Wealth Management (Iowa)’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-52,915
Closed -$1.66M – 127
2026
Q1 		$1.66M Buy
52,915
+695
+1% +$22.3K 1.31% 15
2025
Q4 		$1.67M Buy
+52,220
New +$1.64M 1.31% 14

Other funds holding SIXF

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s SIXF Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) sold out of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) in Q2 2026, closing a stake of 52,915 shares — an estimated $1.66M sold.

Aegis Wealth Management (Iowa) first reported a position in SIXF in Q4 2025 and held it in 2 quarters. The position peaked at $1.67M in Q4 2025. 7 funds tracked by Wall St. Rank hold SIXF as of Q2 2026.

  • Aegis Wealth Management (Iowa) reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position as of Q2 2026 after selling out during the quarter.
  • Aegis Wealth Management (Iowa) sold 52,915 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q2 2026, an estimated $1.66M.
  • Aegis Wealth Management (Iowa) first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q4 2025 and held it in 2 quarters.
  • Aegis Wealth Management (Iowa)'s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position peaked at $1.67M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.