CFG
SIXJ icon

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

Copley Financial Group’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
2024
Q4 		– Sell
-15,819
Closed -$465K – 191
2024
Q3 		$465K Buy
+15,819
New +$454K 0.42% 65

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Copley Financial Group's SIXJ Position: Q4 2024 in Review

Copley Financial Group sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q4 2024, closing a stake of 15,819 shares — an estimated $465K sold.

Copley Financial Group first reported a position in SIXJ in Q3 2024 and held it in 1 quarter. The position peaked at $465K in Q3 2024. 42 funds tracked by Wall St. Rank hold SIXJ as of Q4 2024.

  • Copley Financial Group reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 15,819 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q4 2024, an estimated $465K.
  • Copley Financial Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $465K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.