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COMPASS FINANCIAL MANAGEMENT LLC’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.9K Buy
+254
New +$8.47K ﹤0.01% 1087

Other funds holding SIXF

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) in Q2 2026: 254 shares worth $8.9K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

17 funds tracked by Wall St. Rank hold SIXF as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 254 shares of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF worth $8.9K as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1087 holding.
  • 17 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2026.

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