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Essential Planning’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-100,752
Closed -$3.24M – 257
2024
Q4 		$3.24M Buy
+100,752
New +$3.25M 0.02% 153

Other funds holding SIXO

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Essential Planning's SIXO Position: Q1 2025 in Review

Essential Planning sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q1 2025, closing a stake of 100,752 shares — an estimated $3.24M sold.

Essential Planning first reported a position in SIXO in Q4 2024 and held it in 1 quarter. The position peaked at $3.24M in Q4 2024. 62 funds tracked by Wall St. Rank hold SIXO as of Q1 2025.

  • Essential Planning reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 100,752 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q1 2025, an estimated $3.24M.
  • Essential Planning first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $3.24M in Q4 2024.
  • 62 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.