Blue Bell Private Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Blue Bell Private Wealth Management’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 Q1	$30.8K	Hold	912	–	–	﹤0.01%	464
2025 Q4	$31.7K	Sell	912 -288	-24%	-$9.87K	﹤0.01%	450
2025 Q3	$40.7K	Hold	1,200	–	–	0.01%	420
2025 Q2	$39.7K	Hold	1,200	–	–	0.01%	409
2025 Q1	$37.9K	Hold	1,200	–	–	0.01%	407
2024 Q4	$38.9K	Hold	1,200	–	–	0.01%	389
2024 Q3	$38.1K	Hold	1,200	–	–	0.01%	399
2024 Q2	$36.6K	Hold	1,200	–	–	0.01%	394
2024 Q1	$35.5K	Hold	1,200	–	–	0.01%	397
2023 Q4	$34.6K	Hold	1,200	–	–	0.01%	368
2023 Q3	$32.7K	Hold	1,200	–	–	0.01%	306
2023 Q2	$33.2K	Hold	1,200	–	–	0.01%	301
2023 Q1	$31.5K	Hold	1,200	–	–	0.01%	270
2022 Q4	$29.5K	Buy	+1,200	New	+$29.2K	0.01%	271

Other funds holding SIXO

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return