GLR
SIXD

Great Lakes Retirement’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Great Lakes Retirement’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-83,870
Closed -$2.2M – 216
2024
Q3 		$2.2M Sell
83,870
-1,534
-2% -$39.5K 0.28% 86
2024
Q2 		$2.18M Buy
+85,404
New +$2.16M 0.3% 72

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Great Lakes Retirement's SIXD Position: Q4 2024 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q4 2024, closing a stake of 83,870 shares — an estimated $2.2M sold.

Great Lakes Retirement first reported a position in SIXD in Q2 2024 and held it in 2 quarters. The position peaked at $2.2M in Q3 2024. 24 funds tracked by Wall St. Rank hold SIXD as of Q4 2024.

  • Great Lakes Retirement reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position as of Q4 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 83,870 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q4 2024, an estimated $2.2M.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2024 and held it in 2 quarters.
  • Great Lakes Retirement's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $2.2M in Q3 2024.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q4 2024.

Based on Great Lakes Retirement's 13F filing for Q4 2024, filed 29 Jan 2025.