Independent Financial Group’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Independent Financial Group’s Portfolio SIXJ Stock Details SIXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	28,719 -9,950	-26%	-$355K	0.02%	669
2026 Q1	$1.3M	Buy	38,669 +2,830	+8%	+$97K	0.03%	536
2025 Q4	$1.23M	Sell	35,839 -5,400	-13%	-$182K	0.03%	548
2025 Q3	$1.37M	Sell	41,239 -11,185	-21%	-$365K	0.03%	508
2025 Q2	$1.68M	Sell	52,424 -3,451	-6%	-$105K	0.05%	390
2025 Q1	$1.67M	Sell	55,875 -130	-0.2%	-$3.98K	0.06%	329
2024 Q4	$1.7M	Sell	56,005 -750	-1%	-$22.4K	0.06%	332
2024 Q3	$1.67M	Sell	56,755 -2,600	-4%	-$74.6K	0.06%	313
2024 Q2	$1.69M	Sell	59,355 -2,041	-3%	-$57.1K	0.07%	265
2024 Q1	$1.71M	Buy	61,396 +20,401	+50%	+$554K	0.08%	250
2023 Q4	$1.09M	Buy	+40,995	New	+$1.03M	0.06%	336

Other funds holding SIXJ

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Independent Financial Group reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 26% in Q2 2026, selling an estimated $355K and leaving 28,719 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #669.

Independent Financial Group first reported a position in SIXJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q1 2024. 52 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

Independent Financial Group held 28,719 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $1.05M as of Q2 2026.
Independent Financial Group sold 9,950 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2026, an estimated $355K.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #669 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $1.71M in Q1 2024.
52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

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