CAWM
SIXJ icon

Capital A Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$982 Sell
37
-240
-87% -$7.28K 0.01% 378
2025
Q1 		$8.29K Buy
+277
New +$8.47K 0.01% 321

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $122M AUM 14.77% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital A Wealth Management's SIXJ Position: Q2 2025 in Review

Capital A Wealth Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 87% in Q2 2025, selling an estimated $7.28K and leaving 37 shares worth $982. The position accounts for 0.01% of the portfolio, ranked #378.

Capital A Wealth Management first reported a position in SIXJ in Q1 2025 and has held it in 2 quarters since. The position peaked at $8.29K in Q1 2025. 56 funds tracked by Wall St. Rank hold SIXJ as of Q2 2025.

  • Capital A Wealth Management held 37 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $982 as of Q2 2025.
  • Capital A Wealth Management sold 240 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2025, an estimated $7.28K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #378 holding.
  • Capital A Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2025 and has held it in 2 quarters since.
  • Capital A Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $8.29K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.