KAS
SIXJ icon

Kestra Advisory Services’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Kestra Advisory Services’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
Q1 		$1.23M Buy
36,584
+3,057
+9% +$105K ﹤0.01% 1584
2025
Q4 		$1.15M Buy
33,527
+1,547
+5% +$52.1K ﹤0.01% 1560
2025
Q3 		$1.07M Sell
31,980
-4,922
-13% -$161K ﹤0.01% 1544
2025
Q2 		$1.18M Sell
36,902
-2,535
-6% -$76.9K 0.01% 1379
2025
Q1 		$1.18M Buy
39,437
+2,423
+7% +$74.1K 0.01% 1294
2024
Q4 		$1.12M Buy
37,014
+2,296
+7% +$68.7K 0.01% 1347
2024
Q3 		$1.02M Buy
34,718
+1,697
+5% +$48.7K 0.01% 1317
2024
Q2 		$938K Buy
33,021
+2,723
+9% +$76.1K 0.01% 1362
2024
Q1 		$842K Buy
30,298
+17,424
+135% +$473K 0.01% 1345
2023
Q4 		$342K Buy
12,874
+1,535
+14% +$38.7K ﹤0.01% 1762
2023
Q3 		$278K Buy
11,339
+1,544
+16% +$38.6K ﹤0.01% 1708
2023
Q2 		$244K Buy
+9,795
New +$237K ﹤0.01% 1779

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return