Creative Planning
SIXJ icon

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

Creative Planning’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
Q1 		– Sell
-8,906
Closed -$236K – 2999
2023
Q4 		$236K Buy
+8,906
New +$225K ﹤0.01% 2286

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Creative Planning's SIXJ Position: Q1 2024 in Review

Creative Planning sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q1 2024, closing a stake of 8,906 shares — an estimated $236K sold.

Creative Planning first reported a position in SIXJ in Q4 2023 and held it in 1 quarter. The position peaked at $236K in Q4 2023. 38 funds tracked by Wall St. Rank hold SIXJ as of Q1 2024.

  • Creative Planning reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 8,906 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2024, an estimated $236K.
  • Creative Planning first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q4 2023 and held it in 1 quarter.
  • Creative Planning's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $236K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.