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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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Gladstone Institutional Advisory's SIXJ Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 4.6% in Q1 2026, buying an estimated $58.3K and bringing the position to 38,758 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #328.

Gladstone Institutional Advisory first reported a position in SIXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2024. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

  • Gladstone Institutional Advisory held 38,758 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $1.3M as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,700 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $58.3K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #328 holding.
  • Gladstone Institutional Advisory first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $1.78M in Q4 2024.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.