FSR Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

FSR Wealth Management’s Portfolio SIXP Stock Details SIXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-213,496	Closed	-$6.58M	–	42
2025 Q3	$6.58M	Buy	213,496 +163,926	+331%	+$4.92M	7.79%	4
2025 Q2	$1.45M	Buy	+49,570	New	+$1.38M	1.86%	15

Other funds holding SIXP

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FSR Wealth Management's SIXP Position: Q4 2025 in Review

FSR Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q4 2025, closing a stake of 213,496 shares — an estimated $6.58M sold.

FSR Wealth Management first reported a position in SIXP in Q2 2025 and held it in 2 quarters. The position peaked at $6.58M in Q3 2025. 29 funds tracked by Wall St. Rank hold SIXP as of Q4 2025.

FSR Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q4 2025 after selling out during the quarter.
FSR Wealth Management sold 213,496 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q4 2025, an estimated $6.58M.
FSR Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2025 and held it in 2 quarters.
FSR Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $6.58M in Q3 2025.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q4 2025.

Based on FSR Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.