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 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 $68.3B AUM 20.5% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Creative Financial Designs's SIXJ Position: Q1 2026 in Review

Creative Financial Designs increased its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 3.7% in Q1 2026, buying an estimated $6.24K and bringing the position to 5,063 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #549.

Creative Financial Designs first reported a position in SIXJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $188K in Q3 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

Creative Financial Designs held 5,063 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $170K as of Q1 2026.
Creative Financial Designs bought 182 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $6.24K.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #549 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 11 quarters since.
Creative Financial Designs's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $188K in Q3 2025.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.