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Foundations Investment Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Foundations Investment Advisors’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
2026
Q2 		$286K Sell
7,968
-877
-10% -$31K ﹤0.01% 991
2026
Q1 		$299K Buy
+8,845
New +$307K ﹤0.01% 911

Other funds holding SIXO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Foundations Investment Advisors's SIXO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 9.9% in Q2 2026, selling an estimated $31K and leaving 7,968 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Foundations Investment Advisors first reported a position in SIXO in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • Foundations Investment Advisors held 7,968 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $286K as of Q2 2026.
  • Foundations Investment Advisors sold 877 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $31K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #991 holding.
  • Foundations Investment Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2026 and has held it in 2 quarters since.
  • Foundations Investment Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $299K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.