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

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's SIXD Position: Q2 2025 in Review

Atria Wealth Solutions increased its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 2.6% in Q2 2025, buying an estimated $19.8K and bringing the position to 29,622 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #727.

Atria Wealth Solutions first reported a position in SIXD in Q2 2024 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold SIXD as of Q2 2025.

  • Atria Wealth Solutions held 29,622 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $813K as of Q2 2025.
  • Atria Wealth Solutions bought 750 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q2 2025, an estimated $19.8K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #727 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2024 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.