B.O.S.S. Retirement Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

B.O.S.S. Retirement Advisors’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 Q3	–	Sell	-52,248	Closed	-$1.67M	–	211
2025 Q2	$1.67M	Buy	52,248 +1,044	+2%	+$31.6K	0.42%	50
2025 Q1	$1.53M	Buy	+51,204	New	+$1.57M	0.44%	49
2024 Q4	–	Sell	-9,309	Closed	-$274K	–	280
2024 Q3	$274K	Buy	+9,309	New	+$267K	0.06%	180
2024 Q1	–	Sell	-95,436	Closed	-$2.53M	–	213
2023 Q4	$2.53M	Sell	95,436 -4,325	-4%	-$109K	0.49%	55
2023 Q3	$2.45M	Buy	99,761 +1,812	+2%	+$45.3K	0.53%	52
2023 Q2	$2.44M	Buy	97,949 +44,988	+85%	+$1.09M	0.52%	50
2023 Q1	$1.25M	Buy	+52,961	New	+$1.23M	0.29%	131

Other funds holding SIXJ

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

RCWM

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UFF

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

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

B.O.S.S. Retirement Advisors's SIXJ Position: Q3 2025 in Review

B.O.S.S. Retirement Advisors sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2025, closing a stake of 52,248 shares — an estimated $1.67M sold.

B.O.S.S. Retirement Advisors first reported a position in SIXJ in Q1 2023 and held it in 7 quarters. The position peaked at $2.53M in Q4 2023. 53 funds tracked by Wall St. Rank hold SIXJ as of Q3 2025.

B.O.S.S. Retirement Advisors reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q3 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 52,248 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2025, an estimated $1.67M.
B.O.S.S. Retirement Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2023 and held it in 7 quarters.
B.O.S.S. Retirement Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $2.53M in Q4 2023.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.