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

Atria Wealth Solutions’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
2025
Q2 		$5.08M Sell
158,790
-7,176
-4% -$218K 0.12% 209
2025
Q1 		$4.97M Buy
165,966
+6,922
+4% +$212K 0.06% 338
2024
Q4 		$4.83M Buy
159,044
+4,054
+3% +$121K 0.05% 360
2024
Q3 		$4.56M Buy
154,990
+43,280
+39% +$1.24M 0.05% 373
2024
Q2 		$3.17M Buy
111,710
+27,808
+33% +$777K 0.04% 471
2024
Q1 		$2.33M Buy
83,902
+34,462
+70% +$936K 0.03% 583
2023
Q4 		$1.31M Buy
49,440
+11,861
+32% +$299K 0.02% 757
2023
Q3 		$922K Buy
37,579
+8,045
+27% +$201K 0.01% 852
2023
Q2 		$735K Sell
29,534
-8,067
-21% -$195K 0.01% 985
2023
Q1 		$891K Sell
37,601
-4,620
-11% -$107K 0.01% 842
2022
Q4 		$949K Buy
42,221
+4,505
+12% +$103K 0.02% 772
2022
Q3 		$825K Buy
37,716
+5,344
+17% +$123K 0.01% 787
2022
Q2 		$721K Buy
32,372
+22,372
+224% +$525K 0.01% 835
2022
Q1 		$246K Buy
+10,000
New +$243K ﹤0.01% 1440

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Atria Wealth Solutions reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 4.3% in Q2 2025, selling an estimated $218K and leaving 158,790 shares worth $5.08M. The position accounts for 0.12% of the portfolio, ranked #209.

Atria Wealth Solutions first reported a position in SIXJ in Q1 2022 and has held it in 14 quarters since. 56 funds tracked by Wall St. Rank hold SIXJ as of Q2 2025.

  • Atria Wealth Solutions held 158,790 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $5.08M as of Q2 2025.
  • Atria Wealth Solutions sold 7,176 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2025, an estimated $218K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #209 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2022 and has held it in 14 quarters since.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2025.

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