AWS
SIXO icon

Atria Wealth Solutions’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Atria Wealth Solutions’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.4M Sell
163,163
-3,482
-2% -$111K 0.12% 200
2025
Q1 		$5.26M Sell
166,645
-16,778
-9% -$545K 0.06% 324
2024
Q4 		$5.94M Buy
183,423
+27,116
+17% +$875K 0.07% 315
2024
Q3 		$4.97M Sell
156,307
-18,705
-11% -$577K 0.05% 352
2024
Q2 		$5.33M Buy
175,012
+68,261
+64% +$2.03M 0.06% 324
2024
Q1 		$3.16M Buy
106,751
+15,776
+17% +$462K 0.04% 474
2023
Q4 		$2.63M Buy
90,975
+23,699
+35% +$662K 0.03% 516
2023
Q3 		$1.83M Sell
67,276
-16,099
-19% -$447K 0.03% 588
2023
Q2 		$2.3M Buy
83,375
+7,140
+9% +$191K 0.03% 521
2023
Q1 		$2M Sell
76,235
-5,998
-7% -$152K 0.03% 541
2022
Q4 		$2.02M Buy
82,233
+17,841
+28% +$434K 0.03% 512
2022
Q3 		$1.5M Buy
64,392
+24,522
+62% +$614K 0.03% 579
2022
Q2 		$957K Buy
+39,870
New +$995K 0.02% 713

Other funds holding SIXO

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

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

Atria Wealth Solutions reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 2.1% in Q2 2025, selling an estimated $111K and leaving 163,163 shares worth $5.4M. The position accounts for 0.12% of the portfolio, ranked #200.

Atria Wealth Solutions first reported a position in SIXO in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.94M in Q4 2024. 59 funds tracked by Wall St. Rank hold SIXO as of Q2 2025.

  • Atria Wealth Solutions held 163,163 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $5.4M as of Q2 2025.
  • Atria Wealth Solutions sold 3,482 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2025, an estimated $111K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #200 holding.
  • Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $5.94M in Q4 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2025.

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