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FSR Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

FSR Wealth Management’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 		– Sell
-185,135
Closed -$6.25M – 46
2026
Q1 		$6.25M Sell
185,135
-4,524
-2% -$157K 7.74% 3
2025
Q4 		$6.59M Buy
+189,659
New +$6.5M 7.74% 3
2025
Q3 		– Sell
-15,133
Closed -$501K – 41
2025
Q2 		$501K Sell
15,133
-643
-4% -$20.5K 0.64% 21
2025
Q1 		$498K Sell
15,776
-2,720
-15% -$88.4K 0.66% 25
2024
Q4 		$599K Buy
+18,496
New +$597K 0.75% 22

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

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

FSR Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 185,135 shares — an estimated $6.25M sold.

FSR Wealth Management first reported a position in SIXO in Q4 2024 and held it in 5 quarters. The position peaked at $6.59M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • FSR Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
  • FSR Wealth Management sold 185,135 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $6.25M.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2024 and held it in 5 quarters.
  • FSR Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $6.59M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

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