Elevated Capital Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Elevated Capital Advisors’s Portfolio SIXD Stock Details SIXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.6K	Sell	3,417 -144,438	-98%	-$4.18M	0.02%	286
2025 Q4	$4.27M	Sell	147,855 -6,512	-4%	-$186K	1%	22
2025 Q3	$4.37M	Sell	154,367 -24,904	-14%	-$695K	1.09%	18
2025 Q2	$4.7M	Hold	179,271	–	–	1.32%	15
2025 Q1	$4.7M	Buy	179,271 +8,640	+5%	+$231K	1.32%	15
2024 Q4	$4.53M	Buy	170,631 +51,576	+43%	+$1.37M	1.23%	16
2024 Q3	$3.13M	Buy	+119,055	New	+$3.06M	0.83%	25

Other funds holding SIXD

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

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

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

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Elevated Capital Advisors's SIXD Position: Q1 2026 in Review

Elevated Capital Advisors reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 98% in Q1 2026, selling an estimated $4.18M and leaving 3,417 shares worth $96.6K. The position accounts for 0.02% of the portfolio, ranked #286.

Elevated Capital Advisors first reported a position in SIXD in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.7M in Q2 2025. 25 funds tracked by Wall St. Rank hold SIXD as of Q1 2026.

Elevated Capital Advisors held 3,417 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $96.6K as of Q1 2026.
Elevated Capital Advisors sold 144,438 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q1 2026, an estimated $4.18M.
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q1 2026, its #286 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q3 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $4.7M in Q2 2025.
25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.