FWM
SIXD

FSR Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

FSR Wealth Management’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.15M Buy
+231,989
New +$7.01M 8.15% 3
2025
Q3 		– Sell
-165,522
Closed -$4.54M – 44
2025
Q2 		$4.54M Buy
165,522
+3,778
+2% +$99.9K 5.83% 7
2025
Q1 		$4.24M Sell
161,744
-2,446
-1% -$65.3K 5.6% 7
2024
Q4 		$4.36M Buy
+164,190
New +$4.37M 5.48% 8

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

FSR Wealth Management's SIXD Position: Q2 2026 in Review

FSR Wealth Management opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q2 2026: 231,989 shares worth $7.15M. The stake represents 8.15% of the portfolio and ranks #3 among its holdings. This is a return to the name: FSR Wealth Management previously reported a position in SIXD as recently as Q2 2025.

FSR Wealth Management first reported a position in SIXD in Q4 2024 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold SIXD as of Q2 2026.

  • FSR Wealth Management held 231,989 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $7.15M as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF was a new FSR Wealth Management position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 8.15% of FSR Wealth Management's portfolio in Q2 2026, its #3 holding.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q4 2024 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.