Envestnet Asset Management’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Envestnet Asset Management’s Portfolio SIXP Stock Details SIXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Sell	7,151 -884	-11%	-$29.3K	﹤0.01%	4561
2026 Q1	$251K	Sell	8,035 -765	-9%	-$24.3K	﹤0.01%	4387
2025 Q4	$278K	Sell	8,800 -1,598	-15%	-$49.7K	﹤0.01%	4089
2025 Q3	$320K	Buy	+10,398	New	+$312K	﹤0.01%	4036

Other funds holding SIXP

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

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

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

BCM

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

FCM

Fortis Capital Management Bellevue, Washington $894M AUM 22.3% 1-Year Est. Return

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

PFGIA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) stake by 11% in Q2 2026, selling an estimated $29.3K and leaving 7,151 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #4561.

Envestnet Asset Management first reported a position in SIXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $320K in Q3 2025. 24 funds tracked by Wall St. Rank hold SIXP as of Q2 2026.

Envestnet Asset Management held 7,151 shares of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF worth $241K as of Q2 2026.
Envestnet Asset Management sold 884 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q2 2026, an estimated $29.3K.
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4561 holding.
Envestnet Asset Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q3 2025 and has held it in 4 quarters since.
Envestnet Asset Management's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $320K in Q3 2025.
24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q2 2026.

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