FSR Wealth Management
SIXZ icon

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
Q2 		– Sell
-39,843
Closed -$1.16M – 48
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

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.49B AUM 23.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

FSR Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) in Q2 2026, closing a stake of 39,843 shares — an estimated $1.16M sold.

FSR Wealth Management first reported a position in SIXZ in Q4 2025 and held it in 2 quarters. The position peaked at $1.21M in Q4 2025. 28 funds tracked by Wall St. Rank hold SIXZ as of Q2 2026.

  • FSR Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position as of Q2 2026 after selling out during the quarter.
  • FSR Wealth Management sold 39,843 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q2 2026, an estimated $1.16M.
  • FSR Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q4 2025 and held it in 2 quarters.
  • FSR Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $1.21M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q2 2026.

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