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Hofer & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Hofer & Associates’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
Q3 		$2.26M Buy
+61,618
New +$2.23M 1.57% 23

Other funds holding SIXO

UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 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
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Independent Financial Group
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
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

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

Hofer & Associates opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q3 2026: 61,618 shares worth $2.26M. The stake represents 1.57% of the portfolio and ranks #23 among its holdings.

12 funds tracked by Wall St. Rank hold SIXO as of Q3 2026.

  • Hofer & Associates held 61,618 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $2.26M as of Q3 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF was a new Hofer & Associates position in Q3 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 1.57% of Hofer & Associates's portfolio in Q3 2026, its #23 holding.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2026.

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