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

Brown Financial Advisors’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
2024
Q4 		– Sell
-170,346
Closed -$5.01M – 137
2024
Q3 		$5.01M Buy
+170,346
New +$4.89M 2.06% 7

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Brown Financial Advisors's SIXJ Position: Q4 2024 in Review

Brown Financial Advisors sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q4 2024, closing a stake of 170,346 shares — an estimated $5.01M sold.

Brown Financial Advisors first reported a position in SIXJ in Q3 2024 and held it in 1 quarter. The position peaked at $5.01M in Q3 2024. 42 funds tracked by Wall St. Rank hold SIXJ as of Q4 2024.

  • Brown Financial Advisors reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q4 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 170,346 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q4 2024, an estimated $5.01M.
  • Brown Financial Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and held it in 1 quarter.
  • Brown Financial Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $5.01M in Q3 2024.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q4 2024.

Based on Brown Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.