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
-27,577
Closed -$757K – 166
2025
Q2 		$757K Buy
27,577
+2,247
+9% +$59.4K 0.28% 70
2025
Q1 		$664K Buy
25,330
+6,954
+38% +$186K 0.32% 65
2024
Q4 		$488K Buy
+18,376
New +$489K 0.32% 70

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
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
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 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. 55 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.
  • 55 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.