FSR Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell	39,843 -950	-2%	-$28.1K	1.43%	19
2025 Q4	$1.21M	Buy	+40,793	New	+$1.2M	1.42%	18

Other funds holding SIXZ

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return