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Integrated Wealth Management (Ohio)’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-89,561
Closed -$3.03M – 104
2026
Q1 		$3.03M Sell
89,561
-1,216
-1% -$42.2K 3.47% 5
2025
Q4 		$3.15M Buy
+90,777
New +$3.11M 3.54% 4

Other funds holding SIXO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
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

Integrated Wealth Management (Ohio)'s SIXO Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 89,561 shares — an estimated $3.03M sold.

Integrated Wealth Management (Ohio) first reported a position in SIXO in Q4 2025 and held it in 2 quarters. The position peaked at $3.15M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 89,561 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $3.03M.
  • Integrated Wealth Management (Ohio) first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Management (Ohio)'s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $3.15M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.