AWS
SIXD

Atria Wealth Solutions’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Atria Wealth Solutions’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$813K Buy
29,622
+750
+3% +$19.8K 0.02% 727
2025
Q1 		$757K Buy
28,872
+1,517
+6% +$40.5K 0.01% 994
2024
Q4 		$726K Buy
27,355
+5,857
+27% +$156K 0.01% 1055
2024
Q3 		$565K Buy
21,498
+1,324
+7% +$34.1K 0.01% 1186
2024
Q2 		$514K Buy
+20,174
New +$511K 0.01% 1221

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ECA
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FWM
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SW
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Osaic Holdings
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FI
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Raymond James Financial
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LI
LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return