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

Belpointe Asset 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
2023
Q2 		– Sell
-18
Closed -$426 – 2908
2023
Q1 		$426 Buy
+18
New +$418 ﹤0.01% 3608

Other funds holding SIXJ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Belpointe Asset Management's SIXJ Position: Q2 2023 in Review

Belpointe Asset Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2023, closing a stake of 18 shares — an estimated $426 sold.

Belpointe Asset Management first reported a position in SIXJ in Q1 2023 and held it in 1 quarter. The position peaked at $426 in Q1 2023. 20 funds tracked by Wall St. Rank hold SIXJ as of Q2 2023.

  • Belpointe Asset Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 18 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2023, an estimated $426.
  • Belpointe Asset Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $426 in Q1 2023.
  • 20 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.