CFCI
SIXP icon

Comprehensive Financial Consultants Institutional’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Comprehensive Financial Consultants Institutional’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
2026
Q2 		$513K Buy
15,205
+67
+0.4% +$2.22K 0.14% 137
2026
Q1 		$473K Buy
15,138
+5,753
+61% +$182K 0.14% 135
2025
Q4 		$296K Hold
9,385
– – 0.09% 158
2025
Q3 		$289K Buy
9,385
+622
+7% +$18.7K 0.09% 158
2025
Q2 		$256K Buy
+8,763
New +$244K 0.08% 166

Other funds holding SIXP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional increased its AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) stake by 0.44% in Q2 2026, buying an estimated $2.22K and bringing the position to 15,205 shares worth $513K. The position accounts for 0.14% of the portfolio, ranked #137.

Comprehensive Financial Consultants Institutional first reported a position in SIXP in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold SIXP as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 15,205 shares of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF worth $513K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 67 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q2 2026, an estimated $2.22K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF made up 0.14% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #137 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q2 2026.

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