Atria Wealth Solutions’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Atria Wealth Solutions’s Portfolio SIXP Stock Details SIXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$936K	Sell	31,977 -400	-1%	-$11.1K	0.02%	665
2025 Q1	$890K	Buy	32,377 +1,288	+4%	+$36.1K	0.01%	934
2024 Q4	$865K	Hold	31,089	–	–	0.01%	986
2024 Q3	$846K	Buy	31,089 +21,879	+238%	+$582K	0.01%	984
2024 Q2	$242K	Buy	+9,210	New	+$236K	﹤0.01%	1637

Other funds holding SIXP

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

Atria Wealth Solutions reduced its AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) stake by 1.2% in Q2 2025, selling an estimated $11.1K and leaving 31,977 shares worth $936K. The position accounts for 0.02% of the portfolio, ranked #665.

Atria Wealth Solutions first reported a position in SIXP in Q2 2024 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold SIXP as of Q2 2025.

Atria Wealth Solutions held 31,977 shares of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF worth $936K as of Q2 2025.
Atria Wealth Solutions sold 400 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q2 2025, an estimated $11.1K.
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #665 holding.
Atria Wealth Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2024 and has held it in 5 quarters since.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q2 2025.

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