Carson Wealth (CWM LLC)
SIXJ icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$26.4K Buy
+785
New +$26.9K ﹤0.01% 4259

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SIXJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q1 2026: 785 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #4259 among its holdings.

53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 785 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $26.4K as of Q1 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4259 holding.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.