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

Creative Financial Designs’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
2026 Q2	$123K	Sell	3,362 -1,701	-34%	-$60.7K	0.01%	743
2026 Q1	$170K	Buy	5,063 +182	+4%	+$6.24K	0.01%	549
2025 Q4	$167K	Sell	4,881 -772	-14%	-$26K	0.01%	512
2025 Q3	$188K	Sell	5,653 -25	-0.4%	-$816	0.01%	486
2025 Q2	$182K	Buy	5,678 +385	+7%	+$11.7K	0.01%	510
2025 Q1	$158K	Sell	5,293 -139	-3%	-$4.25K	0.01%	506
2024 Q4	$165K	Sell	5,432 -229	-4%	-$6.85K	0.01%	492
2024 Q3	$166K	Buy	5,661 +5,361	+1,787%	+$154K	0.01%	490
2024 Q2	$8.52K	Hold	300	–	–	﹤0.01%	1195
2024 Q1	$8.34K	Hold	300	–	–	﹤0.01%	1198
2023 Q4	$7.96K	Hold	300	–	–	﹤0.01%	1155
2023 Q3	$7.36K	Buy	+300	New	+$7.49K	﹤0.01%	1107

Other funds holding SIXJ

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Creative Financial Designs's SIXJ Position: Q2 2026 in Review

Creative Financial Designs reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 34% in Q2 2026, selling an estimated $60.7K and leaving 3,362 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #743.

Creative Financial Designs first reported a position in SIXJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $188K in Q3 2025. 52 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

Creative Financial Designs held 3,362 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $123K as of Q2 2026.
Creative Financial Designs sold 1,701 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2026, an estimated $60.7K.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #743 holding.
Creative Financial Designs first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2023 and has held it in 12 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $188K in Q3 2025.
52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.