Comprehensive Financial Consultants Institutional
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
Q3 		$1.02M Buy
29,470
+14,265
+94% +$488K 0.27% 107
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 $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
FreeGulliver LLC
FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SIXP Position: Q3 2026 in Review

Comprehensive Financial Consultants Institutional increased its AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) stake by 94% in Q3 2026, buying an estimated $488K and bringing the position to 29,470 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #107.

Comprehensive Financial Consultants Institutional first reported a position in SIXP in Q2 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold SIXP as of Q3 2026.

  • Comprehensive Financial Consultants Institutional held 29,470 shares of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF worth $1.02M as of Q3 2026.
  • Comprehensive Financial Consultants Institutional bought 14,265 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q3 2026, an estimated $488K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF made up 0.27% of Comprehensive Financial Consultants Institutional's portfolio in Q3 2026, its #107 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 6 quarters since.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q3 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2026, filed 15 Oct 2026.