IFP Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

IFP Advisors’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	$454K	Sell	12,406 -244	-2%	-$8.85K	0.01%	1122
2026 Q2	$454K	Sell	12,650 -189	-1%	-$6.67K	0.01%	1091
2026 Q1	$434K	Buy	12,839 +125	+1%	+$4.34K	0.01%	1028
2025 Q4	$442K	Buy	12,714 +41	+0.3%	+$1.4K	0.01%	990
2025 Q3	$430K	Sell	12,673 -1,026	-7%	-$34.4K	0.01%	907
2025 Q2	$454K	Sell	13,699 -460	-3%	-$14.7K	0.01%	874
2025 Q1	$447K	Sell	14,159 -586	-4%	-$19K	0.01%	810
2024 Q4	$478K	Buy	14,745 +966	+7%	+$31.2K	0.02%	756
2024 Q3	$438K	Sell	13,779 -693	-5%	-$21.4K	0.02%	743
2024 Q2	$441K	Buy	+14,472	New	+$430K	0.02%	703

Other funds holding SIXO

UFF

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

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

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

RCWM

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

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

Secure Asset Management Troy, Michigan $753M AUM 20.9% 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

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

IFP Advisors's SIXO Position: Q3 2026 in Review

IFP Advisors reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 1.9% in Q3 2026, selling an estimated $8.85K and leaving 12,406 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #1122.

IFP Advisors first reported a position in SIXO in Q2 2024 and has held it in 10 quarters since. The position peaked at $478K in Q4 2024. 12 funds tracked by Wall St. Rank hold SIXO as of Q3 2026.

IFP Advisors held 12,406 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $454K as of Q3 2026.
IFP Advisors sold 244 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2026, an estimated $8.85K.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1122 holding.
IFP Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2024 and has held it in 10 quarters since.
IFP Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $478K in Q4 2024.
12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.