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BridgePort Financial Solutions’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

BridgePort Financial Solutions’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
Q2 		$227K Hold
6,222
– – 0.06% 219
2026
Q1 		$209K Hold
6,222
– – 0.06% 220
2025
Q4 		$213K Buy
6,222
+183
+3% +$6.17K 0.06% 228
2025
Q3 		$201K Buy
+6,039
New +$197K 0.05% 233

Other funds holding SIXJ

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
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

BridgePort Financial Solutions's SIXJ Position: Q2 2026 in Review

BridgePort Financial Solutions held its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) position steady in Q2 2026 at 6,222 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #219.

BridgePort Financial Solutions first reported a position in SIXJ in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

  • BridgePort Financial Solutions held 6,222 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $227K as of Q2 2026.
  • BridgePort Financial Solutions left its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF share count unchanged in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.06% of BridgePort Financial Solutions's portfolio in Q2 2026, its #219 holding.
  • BridgePort Financial Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.