HBS
SIXD

Howard Bailey Securities’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Howard Bailey Securities’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
-156,653
Closed -$4.12M – 189
2024
Q3 		$4.12M Buy
+156,653
New +$4.03M 1.56% 19

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 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 $189M AUM 18.47% 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 $129M AUM 22.73% 1-Year Est. Return

Howard Bailey Securities's SIXD Position: Q4 2024 in Review

Howard Bailey Securities sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q4 2024, closing a stake of 156,653 shares — an estimated $4.12M sold.

Howard Bailey Securities first reported a position in SIXD in Q3 2024 and held it in 1 quarter. The position peaked at $4.12M in Q3 2024. 24 funds tracked by Wall St. Rank hold SIXD as of Q4 2024.

  • Howard Bailey Securities reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position as of Q4 2024 after selling out during the quarter.
  • Howard Bailey Securities sold 156,653 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q4 2024, an estimated $4.12M.
  • Howard Bailey Securities first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q3 2024 and held it in 1 quarter.
  • Howard Bailey Securities's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $4.12M 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 Howard Bailey Securities's 13F filing for Q4 2024, filed 29 Jan 2025.