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Kestra Private Wealth Services’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Kestra Private Wealth Services’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
-9,525
Closed -$322K – 1901
2026
Q1 		$322K Hold
9,525
– – ﹤0.01% 1426
2025
Q4 		$331K Hold
9,525
– – ﹤0.01% 1375
2025
Q3 		$323K Sell
9,525
-1,000
-10% -$33.6K ﹤0.01% 1325
2025
Q2 		$348K Sell
10,525
-600
-5% -$19.1K 0.01% 1202
2025
Q1 		$351K Sell
11,125
-5
-0% -$163 0.01% 1125
2024
Q4 		$361K Sell
11,130
-300
-3% -$9.68K 0.01% 1066
2024
Q3 		$363K Sell
11,430
-528
-4% -$16.3K 0.01% 1016
2024
Q2 		$364K Buy
+11,958
New +$355K 0.01% 967

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

Kestra Private Wealth Services's SIXO Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 9,525 shares — an estimated $322K sold.

Kestra Private Wealth Services first reported a position in SIXO in Q2 2024 and held it in 8 quarters. The position peaked at $364K in Q2 2024. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,525 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $322K.
  • Kestra Private Wealth Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2024 and held it in 8 quarters.
  • Kestra Private Wealth Services's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $364K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.