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Coppell Advisory Solutions’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-901
Closed -$27.4K – 1590
2024
Q4 		$27.4K Sell
901
-5
-0.6% -$150 ﹤0.01% 760
2024
Q3 		$26.6K Hold
906
– – ﹤0.01% 751
2024
Q2 		$25.7K Buy
+906
New +$25.3K ﹤0.01% 689

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Coppell Advisory Solutions's SIXJ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q1 2025, closing a stake of 901 shares — an estimated $27.4K sold.

Coppell Advisory Solutions first reported a position in SIXJ in Q2 2024 and held it in 3 quarters. The position peaked at $27.4K in Q4 2024. 55 funds tracked by Wall St. Rank hold SIXJ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 901 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2025, an estimated $27.4K.
  • Coppell Advisory Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $27.4K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.