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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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

FSR Wealth Management's SIXO Position: Q1 2026 in Review

FSR Wealth Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 2.4% in Q1 2026, selling an estimated $157K and leaving 185,135 shares worth $6.25M. The position accounts for 7.74% of the portfolio, ranked #3.

FSR Wealth Management first reported a position in SIXO in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.59M in Q4 2025. 70 funds tracked by Wall St. Rank hold SIXO as of Q1 2026.

  • FSR Wealth Management held 185,135 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $6.25M as of Q1 2026.
  • FSR Wealth Management sold 4,524 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q1 2026, an estimated $157K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 7.74% of FSR Wealth Management's portfolio in Q1 2026, its #3 holding.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2024 and has held it in 5 quarters since.
  • FSR Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $6.59M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q1 2026.

Based on FSR Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.