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

Crown Wealth Group’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
Q2 		– Sell
-12,012
Closed -$406K – 156
2026
Q1 		$406K Buy
+12,012
New +$417K 0.12% 81

Other funds holding SIXO

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Crown Wealth Group's SIXO Position: Q2 2026 in Review

Crown Wealth Group sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 12,012 shares — an estimated $406K sold.

Crown Wealth Group first reported a position in SIXO in Q1 2026 and held it in 1 quarter. The position peaked at $406K in Q1 2026. 19 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • Crown Wealth Group reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Crown Wealth Group sold 12,012 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $406K.
  • Crown Wealth Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2026 and held it in 1 quarter.
  • Crown Wealth Group's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $406K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.