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Global Retirement Partners’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Global Retirement Partners’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
-257
Closed -$8.51K – 4011
2025
Q2 		$8.51K Buy
+257
New +$8.2K ﹤0.01% 2680

Other funds holding SIXO

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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

Global Retirement Partners's SIXO Position: Q3 2025 in Review

Global Retirement Partners sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q3 2025, closing a stake of 257 shares — an estimated $8.51K sold.

Global Retirement Partners first reported a position in SIXO in Q2 2025 and held it in 1 quarter. The position peaked at $8.51K in Q2 2025. 40 funds tracked by Wall St. Rank hold SIXO as of Q3 2025.

  • Global Retirement Partners reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 257 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2025, an estimated $8.51K.
  • Global Retirement Partners first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $8.51K 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 Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.