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

Authentikos Wealth Advisory’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	–	Sell	-66,613	Closed	-$1.99M	–	62
2025 Q1	$1.99M	Buy	+66,613	New	+$2.04M	1.56%	21
2024 Q4	–	Sell	-17,008	Closed	-$500K	–	146
2024 Q3	$500K	Buy	+17,008	New	+$488K	0.48%	49
2024 Q1	–	Sell	-24,889	Closed	-$661K	–	72
2023 Q4	$661K	Sell	24,889 -7,060	-22%	-$178K	0.7%	33
2023 Q3	$784K	Sell	31,949 -1,209	-4%	-$30.2K	0.76%	30
2023 Q2	$826K	Buy	+33,158	New	+$803K	0.78%	30

Other funds holding SIXJ

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

Raymond James Financial

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

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

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

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return