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

Fortis Capital 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 Q3	$2.05M	Sell	59,477 -10,290	-15%	-$352K	0.2%	82
2026 Q2	$2.35M	Hold	69,767	–	–	0.26%	66
2026 Q1	$2.18M	Buy	+69,767	New	+$2.21M	0.22%	62

Other funds holding SIXP

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beck Capital Management Austin, Texas $522M AUM 60.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fortis Capital Management's SIXP Position: Q3 2026 in Review

Fortis Capital Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) stake by 15% in Q3 2026, selling an estimated $352K and leaving 59,477 shares worth $2.05M. The position accounts for 0.2% of the portfolio, ranked #82.

Fortis Capital Management first reported a position in SIXP in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.35M in Q2 2026. 22 funds tracked by Wall St. Rank hold SIXP as of Q3 2026.

Fortis Capital Management held 59,477 shares of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF worth $2.05M as of Q3 2026.
Fortis Capital Management sold 10,290 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q3 2026, an estimated $352K.
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF made up 0.2% of Fortis Capital Management's portfolio in Q3 2026, its #82 holding.
Fortis Capital Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q1 2026 and has held it in 3 quarters since.
Fortis Capital Management's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $2.35M in Q2 2026.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q3 2026.

Based on Fortis Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.