CFCI
SIXZ

Comprehensive Financial Consultants Institutional’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396K Buy
12,555
+2,458
+24% +$75.8K 0.1% 151
2026
Q1 		$293K Buy
10,097
+2,947
+41% +$87.3K 0.09% 164
2025
Q4 		$212K Buy
+7,150
New +$210K 0.06% 187

Other funds holding SIXZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional increased its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 24% in Q2 2026, buying an estimated $75.8K and bringing the position to 12,555 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #151.

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

  • Comprehensive Financial Consultants Institutional held 12,555 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $396K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 2,458 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q2 2026, an estimated $75.8K.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.1% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #151 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov 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 May/Nov ETF as of Q2 2026.

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