Carson Wealth (CWM LLC)
SIXO icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed – – 5283
2025
Q1 		$0 Hold
6
– – ﹤0.01% 5184
2024
Q4 		$0 Hold
6
– – ﹤0.01% 5132
2024
Q3 		$0 Hold
6
– – ﹤0.01% 5118
2024
Q2 		$0 Buy
+6
New +$178 ﹤0.01% 4904

Other funds holding SIXO

AWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SIXO Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2025, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in SIXO in Q2 2024 and held it in 4 quarters. The position peaked at $0 in Q1 2025. 59 funds tracked by Wall St. Rank hold SIXO as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $0 in Q1 2025.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.