Hofer & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Hofer & Associates’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 Q3	$5.43M	Buy	+145,590	New	+$5.39M	3.79%	7

Other funds holding SIXJ

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hofer & Associates's SIXJ Position: Q3 2026 in Review

Hofer & Associates opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2026: 145,590 shares worth $5.43M. The stake represents 3.79% of the portfolio and ranks #7 among its holdings.

9 funds tracked by Wall St. Rank hold SIXJ as of Q3 2026.

Hofer & Associates held 145,590 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $5.43M as of Q3 2026.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF was a new Hofer & Associates position in Q3 2026.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 3.79% of Hofer & Associates's portfolio in Q3 2026, its #7 holding.
9 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.