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 Q1	$434K	Buy	12,839 +125	+1%	+$4.34K	0.01%	1028
2025 Q4	$442K	Buy	12,714 +41	+0.3%	+$1.41K	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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return