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CreativeOne Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

CreativeOne Wealth’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Sell
5,982
-25
-0.4% -$868 ﹤0.01% 1129
2025
Q4 		$209K Buy
+6,007
New +$206K 0.01% 1103

Other funds holding SIXO

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

CreativeOne Wealth's SIXO Position: Q1 2026 in Review

CreativeOne Wealth reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 0.42% in Q1 2026, selling an estimated $868 and leaving 5,982 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

CreativeOne Wealth first reported a position in SIXO in Q4 2025 and has held it in 2 quarters since. The position peaked at $209K in Q4 2025. 70 funds tracked by Wall St. Rank hold SIXO as of Q1 2026.

  • CreativeOne Wealth held 5,982 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $202K as of Q1 2026.
  • CreativeOne Wealth sold 25 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q1 2026, an estimated $868.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1129 holding.
  • CreativeOne Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2025 and has held it in 2 quarters since.
  • CreativeOne Wealth's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $209K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.