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BIP Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

BIP Wealth’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.62M Buy
128,708
+57,925
+82% +$2.04M 0.13% 124
2026
Q1 		$2.39M Sell
70,783
-626
-0.9% -$21.7K 0.1% 127
2025
Q4 		$2.48M Buy
+71,409
New +$2.45M 0.09% 132

Other funds holding SIXO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

BIP Wealth's SIXO Position: Q2 2026 in Review

BIP Wealth increased its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 82% in Q2 2026, buying an estimated $2.04M and bringing the position to 128,708 shares worth $4.62M. The position accounts for 0.13% of the portfolio, ranked #124.

BIP Wealth first reported a position in SIXO in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • BIP Wealth held 128,708 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $4.62M as of Q2 2026.
  • BIP Wealth bought 57,925 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $2.04M.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.13% of BIP Wealth's portfolio in Q2 2026, its #124 holding.
  • BIP Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.