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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$383K Sell
2025
Q4
$398K Hold
2025
Q3
$388K Buy
2025
Q2
$318K Buy
2025
Q1
$223K Hold
2024
Q4
$228K Hold
2024
Q3
$224K Hold
2024
Q2
$215K Hold
2024
Q1
$208K Hold
2023
Q4
$204K Buy