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GeoWealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

GeoWealth Management’s Portfolio SIXP Stock Details SIXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,977
Closed -$272K – 1892
2024
Q3 		$272K Buy
+9,977
New +$265K 0.01% 629

Other funds holding SIXP

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management's SIXP Position: Q4 2024 in Review

GeoWealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q4 2024, closing a stake of 9,977 shares — an estimated $272K sold.

GeoWealth Management first reported a position in SIXP in Q3 2024 and held it in 1 quarter. The position peaked at $272K in Q3 2024. 18 funds tracked by Wall St. Rank hold SIXP as of Q4 2024.

  • GeoWealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 9,977 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q4 2024, an estimated $272K.
  • GeoWealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $272K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.