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

Great Lakes Retirement’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
2026
Q2 		– Sell
-70,863
Closed -$2.39M – 231
2026
Q1 		$2.39M Sell
70,863
-7,378
-9% -$256K 0.25% 87
2025
Q4 		$2.72M Buy
+78,241
New +$2.68M 0.28% 74
2025
Q3 		– Sell
-69,659
Closed -$2.31M – 212
2025
Q2 		$2.31M Sell
69,659
-5,819
-8% -$186K 0.27% 85
2025
Q1 		$2.38M Sell
75,478
-3,918
-5% -$127K 0.31% 73
2024
Q4 		$2.57M Buy
79,396
+68,322
+617% +$2.2M 0.33% 66
2024
Q3 		$352K Sell
11,074
-217
-2% -$6.7K 0.05% 184
2024
Q2 		$344K Sell
11,291
-1,061
-9% -$31.5K 0.05% 182
2024
Q1 		$365K Buy
+12,352
New +$361K 0.05% 186

Other funds holding SIXO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Great Lakes Retirement's SIXO Position: Q2 2026 in Review

Great Lakes Retirement sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 70,863 shares — an estimated $2.39M sold.

Great Lakes Retirement first reported a position in SIXO in Q1 2024 and held it in 8 quarters. The position peaked at $2.72M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • Great Lakes Retirement reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Great Lakes Retirement sold 70,863 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $2.39M.
  • Great Lakes Retirement first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2024 and held it in 8 quarters.
  • Great Lakes Retirement's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $2.72M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.