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Impact Partnership Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-84
Closed -$2.32K – 1178
2023
Q2 		$2.32K Buy
+84
New +$2.24K ﹤0.01% 633

Other funds holding SIXO

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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's SIXO Position: Q3 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q3 2023, closing a stake of 84 shares — an estimated $2.32K sold.

Impact Partnership Wealth first reported a position in SIXO in Q2 2023 and held it in 1 quarter. The position peaked at $2.32K in Q2 2023. 24 funds tracked by Wall St. Rank hold SIXO as of Q3 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 84 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2023, an estimated $2.32K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $2.32K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.