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Independent Financial Group’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

Independent Financial Group’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Buy
11,317
+691
+7% +$23K 0.01% 1101
2026
Q1 		$334K Sell
10,626
-86
-0.8% -$2.75K 0.01% 1109
2025
Q4 		$342K Buy
10,712
+278
+3% +$8.73K 0.01% 1086
2025
Q3 		$324K Buy
+10,434
New +$317K 0.01% 1053

Other funds holding SIXF

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's SIXF Position: Q2 2026 in Review

Independent Financial Group increased its AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) stake by 6.5% in Q2 2026, buying an estimated $23K and bringing the position to 11,317 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1101.

Independent Financial Group first reported a position in SIXF in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold SIXF as of Q2 2026.

  • Independent Financial Group held 11,317 shares of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF worth $386K as of Q2 2026.
  • Independent Financial Group bought 691 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q2 2026, an estimated $23K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1101 holding.
  • Independent Financial Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.