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Allworth Financial’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Allworth Financial’s Portfolio SIXJ Stock Details SIXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11
Closed -$315 – 3822
2024
Q2 		$315 Hold
11
– – ﹤0.01% 3487
2024
Q1 		$306 Buy
+11
New +$299 ﹤0.01% 3395

Other funds holding SIXJ

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Allworth Financial's SIXJ Position: Q3 2024 in Review

Allworth Financial sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2024, closing a stake of 11 shares — an estimated $315 sold.

Allworth Financial first reported a position in SIXJ in Q1 2024 and held it in 2 quarters. The position peaked at $315 in Q2 2024. 59 funds tracked by Wall St. Rank hold SIXJ as of Q3 2024.

  • Allworth Financial reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 11 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2024, an estimated $315.
  • Allworth Financial first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2024 and held it in 2 quarters.
  • Allworth Financial's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $315 in Q2 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.