CFML
SIXD

COMPASS FINANCIAL MANAGEMENT LLC’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.1K Buy
+1,085
New +$32.8K ﹤0.01% 763

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SIXD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q2 2026: 1,085 shares worth $34.1K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings.

45 funds tracked by Wall St. Rank hold SIXD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,085 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $34.1K as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #763 holding.
  • 45 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.