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Atlantic Private Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Atlantic Private Wealth’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
2023
Q2 		– Sell
-906
Closed -$21.5K – 116
2023
Q1 		$21.5K Buy
+906
New +$21K 0.02% 64

Other funds holding SIXJ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Atlantic Private Wealth's SIXJ Position: Q2 2023 in Review

Atlantic Private Wealth sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2023, closing a stake of 906 shares — an estimated $21.5K sold.

Atlantic Private Wealth first reported a position in SIXJ in Q1 2023 and held it in 1 quarter. The position peaked at $21.5K in Q1 2023. 20 funds tracked by Wall St. Rank hold SIXJ as of Q2 2023.

  • Atlantic Private Wealth reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q2 2023 after selling out during the quarter.
  • Atlantic Private Wealth sold 906 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2023, an estimated $21.5K.
  • Atlantic Private Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2023 and held it in 1 quarter.
  • Atlantic Private Wealth's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $21.5K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2023.

Based on Atlantic Private Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.