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SIXZ

FWG Investments’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

FWG Investments’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 		$1.09M Buy
37,479
+244
+0.7% +$7.23K 0.69% 44
2025
Q4 		$1.1M Buy
+37,235
New +$1.09M 0.7% 44

Other funds holding SIXZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FWG Investments's SIXZ Position: Q1 2026 in Review

FWG Investments increased its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 0.66% in Q1 2026, buying an estimated $7.23K and bringing the position to 37,479 shares worth $1.09M. The position accounts for 0.69% of the portfolio, ranked #44.

FWG Investments first reported a position in SIXZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q4 2025. 31 funds tracked by Wall St. Rank hold SIXZ as of Q1 2026.

  • FWG Investments held 37,479 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $1.09M as of Q1 2026.
  • FWG Investments bought 244 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q1 2026, an estimated $7.23K.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.69% of FWG Investments's portfolio in Q1 2026, its #44 holding.
  • FWG Investments first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q4 2025 and has held it in 2 quarters since.
  • FWG Investments's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $1.1M in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.