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Atria Wealth Solutions’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.78M Sell
93,728
-2,272
-2% -$64.2K 0.06% 338
2025
Q1 		$2.68M Buy
96,000
+20,298
+27% +$578K 0.03% 528
2024
Q4 		$2.14M Buy
75,702
+3,229
+4% +$90.5K 0.02% 619
2024
Q3 		$2M Buy
+72,473
New +$1.95M 0.02% 637

Other funds holding SIXF

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Atria Wealth Solutions reduced its AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) stake by 2.4% in Q2 2025, selling an estimated $64.2K and leaving 93,728 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #338.

Atria Wealth Solutions first reported a position in SIXF in Q3 2024 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold SIXF as of Q2 2025.

  • Atria Wealth Solutions held 93,728 shares of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF worth $2.78M as of Q2 2025.
  • Atria Wealth Solutions sold 2,272 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q2 2025, an estimated $64.2K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #338 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q3 2024 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2025.

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