Independent Financial Group’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Independent Financial Group’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 Q2	$404K	Sell	11,261 -76	-0.7%	-$2.68K	0.01%	1080
2026 Q1	$383K	Sell	11,337 -120	-1%	-$4.17K	0.01%	1056
2025 Q4	$398K	Hold	11,457	–	–	0.01%	1011
2025 Q3	$388K	Buy	11,457 +1,865	+19%	+$62.6K	0.01%	963
2025 Q2	$318K	Buy	9,592 +2,542	+36%	+$81.1K	0.01%	1005
2025 Q1	$223K	Hold	7,050	–	–	0.01%	1067
2024 Q4	$228K	Hold	7,050	–	–	0.01%	1028
2024 Q3	$224K	Hold	7,050	–	–	0.01%	1001
2024 Q2	$215K	Hold	7,050	–	–	0.01%	991
2024 Q1	$208K	Hold	7,050	–	–	0.01%	941
2023 Q4	$204K	Buy	+7,050	New	+$197K	0.01%	892

Other funds holding SIXO

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

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

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

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

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UFF

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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

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

Independent Financial Group reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 0.67% in Q2 2026, selling an estimated $2.68K and leaving 11,261 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1080.

Independent Financial Group first reported a position in SIXO in Q4 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

Independent Financial Group held 11,261 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $404K as of Q2 2026.
Independent Financial Group sold 76 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $2.68K.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1080 holding.
Independent Financial Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2023 and has held it in 11 quarters since.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

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