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Balboa Wealth Partners’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

Balboa Wealth Partners’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,471
Closed -$236K – 408
2025
Q1 		$236K Hold
8,471
– – 0.06% 234
2024
Q4 		$239K Hold
8,471
– – 0.05% 247
2024
Q3 		$234K Buy
+8,471
New +$228K 0.06% 240

Other funds holding SIXF

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Balboa Wealth Partners's SIXF Position: Q2 2025 in Review

Balboa Wealth Partners sold out of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) in Q2 2025, closing a stake of 8,471 shares — an estimated $236K sold.

Balboa Wealth Partners first reported a position in SIXF in Q3 2024 and held it in 3 quarters. The position peaked at $239K in Q4 2024. 24 funds tracked by Wall St. Rank hold SIXF as of Q2 2025.

  • Balboa Wealth Partners reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position as of Q2 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,471 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q2 2025, an estimated $236K.
  • Balboa Wealth Partners first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q3 2024 and held it in 3 quarters.
  • Balboa Wealth Partners's AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position peaked at $239K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.