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

BCGM Wealth Management’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
2026
Q1 		$717K Hold
21,302
– – 0.18% 95
2025
Q4 		$730K Hold
21,302
– – 0.19% 91
2025
Q3 		$710K Buy
21,302
+800
+4% +$26.1K 0.18% 96
2025
Q2 		$656K Hold
20,502
– – 0.19% 91
2025
Q1 		$614K Hold
20,502
– – 0.19% 91
2024
Q4 		$623K Hold
20,502
– – 0.2% 86
2024
Q3 		$603K Sell
20,502
-4,433
-18% -$127K 0.2% 89
2024
Q2 		$708K Buy
24,935
+7,070
+40% +$198K 0.25% 80
2024
Q1 		$496K Hold
17,865
– – 0.18% 90
2023
Q4 		$474K Hold
17,865
– – 0.19% 81
2023
Q3 		$438K Buy
+17,865
New +$446K 0.2% 76

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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