Gladstone Institutional Advisory’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Gladstone Institutional Advisory’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
2026 Q2	–	Sell	-38,758	Closed	-$1.3M	–	922
2026 Q1	$1.3M	Buy	38,758 +1,700	+5%	+$58.3K	0.05%	328
2025 Q4	$1.27M	Sell	37,058 -5,540	-13%	-$187K	0.05%	324
2025 Q3	$1.42M	Sell	42,598 -3,845	-8%	-$126K	0.05%	303
2025 Q2	$1.49M	Sell	46,443 -10,126	-18%	-$307K	0.06%	283
2025 Q1	$1.69M	Sell	56,569 -2,115	-4%	-$64.7K	0.08%	248
2024 Q4	$1.78M	Buy	58,684 +19,217	+49%	+$575K	0.08%	241
2024 Q3	$1.16M	Buy	+39,467	New	+$1.13M	0.06%	303

Other funds holding SIXJ

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Gladstone Institutional Advisory's SIXJ Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2026, closing a stake of 38,758 shares — an estimated $1.3M sold.

Gladstone Institutional Advisory first reported a position in SIXJ in Q3 2024 and held it in 7 quarters. The position peaked at $1.78M in Q4 2024. 52 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

Gladstone Institutional Advisory reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q2 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 38,758 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2026, an estimated $1.3M.
Gladstone Institutional Advisory first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and held it in 7 quarters.
Gladstone Institutional Advisory's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $1.78M in Q4 2024.
52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.