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Comprehensive Financial Consultants Institutional’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Comprehensive Financial Consultants Institutional’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
2026
Q2 		$308K Buy
8,578
+466
+6% +$16.5K 0.08% 169
2026
Q1 		$274K Sell
8,112
-214
-3% -$7.43K 0.08% 169
2025
Q4 		$289K Buy
+8,326
New +$285K 0.09% 160

Other funds holding SIXO

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SIXO Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 5.7% in Q2 2026, buying an estimated $16.5K and bringing the position to 8,578 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #169.

Comprehensive Financial Consultants Institutional first reported a position in SIXO in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 8,578 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $308K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 466 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $16.5K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #169 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.