GM
SIXO icon

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

GeoWealth Management’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
2025
Q3 		– Sell
-7,466
Closed -$247K – 1148
2025
Q2 		$247K Buy
+7,466
New +$238K 0.01% 598

Other funds holding SIXO

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 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 $94B AUM 20.14% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

GeoWealth Management's SIXO Position: Q3 2025 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q3 2025, closing a stake of 7,466 shares — an estimated $247K sold.

GeoWealth Management first reported a position in SIXO in Q2 2025 and held it in 1 quarter. The position peaked at $247K in Q2 2025. 40 funds tracked by Wall St. Rank hold SIXO as of Q3 2025.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 7,466 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2025, an estimated $247K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $247K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.