Compass Financial Management
SIXJ icon

Compass Financial Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Compass Financial Management’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
Q3 		$1.01K Hold
27
– – ﹤0.01% 1542
2026
Q2 		$1K Buy
+27
New +$963 ﹤0.01% 1376

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Compass Financial Management's SIXJ Position: Q3 2026 in Review

Compass Financial Management held its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) position steady in Q3 2026 at 27 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Compass Financial Management first reported a position in SIXJ in Q2 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold SIXJ as of Q3 2026.

  • Compass Financial Management held 27 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $1.01K as of Q3 2026.
  • Compass Financial Management left its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF share count unchanged in Q3 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1542 holding.
  • Compass Financial Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q2 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.