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GeoWealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

GeoWealth Management’s Portfolio SIXJ Stock Details SIXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,267
Closed -$206K – 1721
2024
Q2 		$206K Buy
+7,267
New +$203K 0.01% 675

Other funds holding SIXJ

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

GeoWealth Management's SIXJ Position: Q3 2024 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2024, closing a stake of 7,267 shares — an estimated $206K sold.

GeoWealth Management first reported a position in SIXJ in Q2 2024 and held it in 1 quarter. The position peaked at $206K in Q2 2024. 59 funds tracked by Wall St. Rank hold SIXJ as of Q3 2024.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 7,267 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2024, an estimated $206K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q2 2024 and held it in 1 quarter.
  • GeoWealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $206K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.