Envestnet Asset Management’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Envestnet Asset Management’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	$2.26M	Buy	62,949 +1,752	+3%	+$61.9K	﹤0.01%	3060
2026 Q1	$2.07M	Sell	61,197 -7,630	-11%	-$265K	﹤0.01%	2990
2025 Q4	$2.39M	Sell	68,827 -2,244	-3%	-$76.9K	﹤0.01%	2698
2025 Q3	$2.41M	Sell	71,071 -152,394	-68%	-$5.12M	﹤0.01%	2764
2025 Q2	$7.4M	Sell	223,465 -20,644	-8%	-$658K	﹤0.01%	1941
2025 Q1	$7.71M	Buy	244,109 +31,439	+15%	+$1.02M	﹤0.01%	1839
2024 Q4	$6.89M	Buy	212,670 +178,040	+514%	+$5.75M	﹤0.01%	1888
2024 Q3	$1.1M	Buy	34,630 +1,660	+5%	+$51.2K	﹤0.01%	3074
2024 Q2	$1M	Buy	32,970 +1,608	+5%	+$47.7K	﹤0.01%	3043
2024 Q1	$927K	Sell	31,362 -703	-2%	-$20.6K	﹤0.01%	3083
2023 Q4	$926K	Buy	32,065 +3,170	+11%	+$88.5K	﹤0.01%	2986
2023 Q3	$787K	Sell	28,895 -26,712	-48%	-$742K	﹤0.01%	2984
2023 Q2	$1.54M	Buy	55,607 +28,738	+107%	+$768K	﹤0.01%	2457
2023 Q1	$706K	Sell	26,869 -10,813	-29%	-$274K	﹤0.01%	2916
2022 Q4	$926K	Buy	37,682 +1,221	+3%	+$29.7K	﹤0.01%	2699
2022 Q3	$850K	Buy	36,461 +9,499	+35%	+$238K	﹤0.01%	2695
2022 Q2	$647K	Buy	26,962 +16,919	+168%	+$422K	﹤0.01%	2909
2022 Q1	$265K	Buy	+10,043	New	+$258K	﹤0.01%	3521

Other funds holding SIXO

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 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 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

Envestnet Asset Management's SIXO Position: Q2 2026 in Review

Envestnet Asset Management increased its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 2.9% in Q2 2026, buying an estimated $61.9K and bringing the position to 62,949 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Envestnet Asset Management first reported a position in SIXO in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.71M in Q1 2025. 28 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

Envestnet Asset Management held 62,949 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $2.26M as of Q2 2026.
Envestnet Asset Management bought 1,752 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $61.9K.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3060 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2022 and has held it in 18 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $7.71M in Q1 2025.
28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.