Fortis Capital Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Fortis Capital Management’s Portfolio SIXJ Stock Details SIXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,969	Closed	-$239K	–	229
2025 Q4	$239K	Hold	6,969	–	–	0.03%	179
2025 Q3	$232K	Hold	6,969	–	–	0.03%	161
2025 Q2	$223K	Hold	6,969	–	–	0.03%	155
2025 Q1	$209K	Hold	6,969	–	–	0.04%	139
2024 Q4	$212K	Hold	6,969	–	–	0.04%	124
2024 Q3	$205K	Buy	+6,969	New	+$200K	0.04%	119

Other funds holding SIXJ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Fortis Capital Management's SIXJ Position: Q1 2026 in Review

Fortis Capital Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q1 2026, closing a stake of 6,969 shares — an estimated $239K sold.

Fortis Capital Management first reported a position in SIXJ in Q3 2024 and held it in 6 quarters. The position peaked at $239K in Q4 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

Fortis Capital Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q1 2026 after selling out during the quarter.
Fortis Capital Management sold 6,969 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $239K.
Fortis Capital Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and held it in 6 quarters.
Fortis Capital Management's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $239K in Q4 2025.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.