Great Valley Advisor Group
SIXZ icon

Great Valley Advisor Group’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

Great Valley Advisor Group’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$599K Buy
+18,526
New +$593K 0.01% 706

Other funds holding SIXZ

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Beck Capital Management
Beck Capital Management Austin, Texas $522M AUM 60.52% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Comprehensive Financial Consultants Institutional
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Great Valley Advisor Group's SIXZ Position: Q3 2026 in Review

Great Valley Advisor Group opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) in Q3 2026: 18,526 shares worth $599K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings.

24 funds tracked by Wall St. Rank hold SIXZ as of Q3 2026.

  • Great Valley Advisor Group held 18,526 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $599K as of Q3 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF was a new Great Valley Advisor Group position in Q3 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #706 holding.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.