Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SIXP Stock Details SIXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14
Closed – – 5344
2025
Q1 		$0 Hold
14
– – ﹤0.01% 5236
2024
Q4 		$0 Hold
14
– – ﹤0.01% 5209
2024
Q3 		$0 Hold
14
– – ﹤0.01% 5211
2024
Q2 		$0 Buy
+14
New +$358 ﹤0.01% 4997

Other funds holding SIXP

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q2 2025, closing a stake of 14 shares.

Carson Wealth (CWM LLC) first reported a position in SIXP in Q2 2024 and held it in 4 quarters. The position peaked at $0 in Q1 2025. 33 funds tracked by Wall St. Rank hold SIXP as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 14 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $0 in Q1 2025.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q2 2025.

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