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GeoWealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

GeoWealth Management’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-452
Closed -$14.2K – 958
2026
Q1 		$14.2K Hold
452
– – ﹤0.01% 833
2025
Q4 		$14.4K Hold
452
– – ﹤0.01% 753
2025
Q3 		$14.1K Buy
+452
New +$13.7K ﹤0.01% 752

Other funds holding SIXF

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

GeoWealth Management's SIXF Position: Q2 2026 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) in Q2 2026, closing a stake of 452 shares — an estimated $14.2K sold.

GeoWealth Management first reported a position in SIXF in Q3 2025 and held it in 3 quarters. The position peaked at $14.4K in Q4 2025. 13 funds tracked by Wall St. Rank hold SIXF as of Q2 2026.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 452 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q2 2026, an estimated $14.2K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q3 2025 and held it in 3 quarters.
  • GeoWealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position peaked at $14.4K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.