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

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

Blue Bell Private Wealth Management's SIXO Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) position steady in Q1 2026 at 912 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Blue Bell Private Wealth Management first reported a position in SIXO in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.7K in Q3 2025. 70 funds tracked by Wall St. Rank hold SIXO as of Q1 2026.

  • Blue Bell Private Wealth Management held 912 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $30.8K as of Q1 2026.
  • Blue Bell Private Wealth Management left its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #464 holding.
  • Blue Bell Private Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2022 and has held it in 14 quarters since.
  • Blue Bell Private Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $40.7K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.