Envestnet Asset Management
SIXZ

Envestnet Asset Management’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

Envestnet Asset Management’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.59M Buy
145,554
+71,666
+97% +$2.21M ﹤0.01% 2524
2026
Q1 		$2.14M Buy
73,888
+37,871
+105% +$1.12M ﹤0.01% 2965
2025
Q4 		$1.07M Buy
36,017
+21,453
+147% +$629K ﹤0.01% 3227
2025
Q3 		$425K Buy
+14,564
New +$420K ﹤0.01% 3872

Other funds holding SIXZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Envestnet Asset Management increased its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 97% in Q2 2026, buying an estimated $2.21M and bringing the position to 145,554 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Envestnet Asset Management first reported a position in SIXZ in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SIXZ as of Q2 2026.

  • Envestnet Asset Management held 145,554 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $4.59M as of Q2 2026.
  • Envestnet Asset Management bought 71,666 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q2 2026, an estimated $2.21M.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2524 holding.
  • Envestnet Asset Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q2 2026.

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