LI
SIXD

LifeWealth Investments’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

LifeWealth Investments’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43M Buy
+78,906
New +$2.38M 0.65% 37
2025
Q3 		– Sell
-50,860
Closed -$1.4M – 232
2025
Q2 		$1.4M Buy
50,860
+630
+1% +$16.7K 0.24% 75
2025
Q1 		$1.32M Buy
50,230
+31,854
+173% +$851K 0.29% 67
2024
Q4 		$488K Buy
+18,376
New +$489K 0.32% 70

Other funds holding SIXD

FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

LifeWealth Investments's SIXD Position: Q2 2026 in Review

LifeWealth Investments opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q2 2026: 78,906 shares worth $2.43M. The stake represents 0.65% of the portfolio and ranks #37 among its holdings. This is a return to the name: LifeWealth Investments previously reported a position in SIXD as recently as Q2 2025.

LifeWealth Investments first reported a position in SIXD in Q4 2024 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold SIXD as of Q2 2026.

  • LifeWealth Investments held 78,906 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $2.43M as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF was a new LifeWealth Investments position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.65% of LifeWealth Investments's portfolio in Q2 2026, its #37 holding.
  • LifeWealth Investments first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q4 2024 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.