Elevated Capital Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Elevated Capital Advisors’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	$4M	Sell	111,448 -98,569	-47%	-$3.48M	1.1%	21
2026 Q1	$7.09M	Buy	210,017 +193,433	+1,166%	+$6.72M	1.79%	11
2025 Q4	$576K	Sell	16,584 -498	-3%	-$17.1K	0.13%	182
2025 Q3	$579K	Sell	17,082 -2,125	-11%	-$71.3K	0.14%	182
2025 Q2	$607K	Hold	19,207	–	–	0.17%	170
2025 Q1	$607K	Buy	19,207 +517	+3%	+$16.8K	0.17%	170
2024 Q4	$606K	Buy	18,690 +3,913	+26%	+$126K	0.17%	173
2024 Q3	$469K	Buy	14,777 +6,746	+84%	+$208K	0.12%	211
2024 Q2	$245K	Buy	+8,031	New	+$238K	0.07%	214

Other funds holding SIXO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

PFGIA

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

Elevated Capital Advisors's SIXO Position: Q2 2026 in Review

Elevated Capital Advisors reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 47% in Q2 2026, selling an estimated $3.48M and leaving 111,448 shares worth $4M. The position accounts for 1.1% of the portfolio, ranked #21.

Elevated Capital Advisors first reported a position in SIXO in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.09M in Q1 2026. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

Elevated Capital Advisors held 111,448 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $4M as of Q2 2026.
Elevated Capital Advisors sold 98,569 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $3.48M.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 1.1% of Elevated Capital Advisors's portfolio in Q2 2026, its #21 holding.
Elevated Capital Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $7.09M in Q1 2026.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.