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FSR Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

FSR Wealth Management’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38,352
Closed -$1.19M – 41
2025
Q3 		$1.19M Sell
38,352
-511
-1% -$15.5K 1.41% 15
2025
Q2 		$1.15M Buy
38,863
+1,193
+3% +$33.7K 1.48% 16
2025
Q1 		$1.05M Buy
+37,670
New +$1.07M 1.39% 17

Other funds holding SIXF

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $127M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $485M AUM 19.33% 1-Year Est. Return