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FWG Investments’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

FWG Investments’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
-127,125
Closed -$4.29M – 130
2026
Q1 		$4.29M Buy
127,125
+319
+0.3% +$11.1K 2.73% 6
2025
Q4 		$4.4M Buy
+126,806
New +$4.35M 2.81% 7

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

FWG Investments's SIXO Position: Q2 2026 in Review

FWG Investments sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 127,125 shares — an estimated $4.29M sold.

FWG Investments first reported a position in SIXO in Q4 2025 and held it in 2 quarters. The position peaked at $4.4M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • FWG Investments reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
  • FWG Investments sold 127,125 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $4.29M.
  • FWG Investments first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2025 and held it in 2 quarters.
  • FWG Investments's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $4.4M 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 FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.