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LifeWealth Investments’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

LifeWealth Investments’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
2025
Q3 		– Sell
-14,041
Closed -$449K – 159
2025
Q2 		$449K Buy
14,041
+2,241
+19% +$67.9K 0.16% 88
2025
Q1 		$353K Buy
+11,800
New +$361K 0.17% 93

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LifeWealth Investments's SIXJ Position: Q3 2025 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2025, closing a stake of 14,041 shares — an estimated $449K sold.

LifeWealth Investments first reported a position in SIXJ in Q1 2025 and held it in 2 quarters. The position peaked at $449K in Q2 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q3 2025.

  • LifeWealth Investments reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q3 2025 after selling out during the quarter.
  • LifeWealth Investments sold 14,041 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2025, an estimated $449K.
  • LifeWealth Investments first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2025 and held it in 2 quarters.
  • LifeWealth Investments's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $449K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2025.

Based on LifeWealth Investments's 13F filing for Q3 2025, filed 20 Oct 2025.