LifeWealth Investments’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

LifeWealth Investments’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	-86,066	Closed	-$2.91M	–	153
2026 Q1	$2.91M	Sell	86,066 -28,127	-25%	-$977K	0.87%	33
2025 Q4	$3.97M	Buy	+114,193	New	+$3.91M	1.26%	24
2025 Q3	–	Sell	-161,459	Closed	-$5.35M	–	226
2025 Q2	$5.35M	Buy	161,459 +22,522	+16%	+$718K	0.92%	29
2025 Q1	$4.39M	Buy	138,937 +102,478	+281%	+$3.33M	0.97%	29
2024 Q4	$1.18M	Buy	+36,459	New	+$1.18M	0.78%	39

Other funds holding SIXO

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LifeWealth Investments's SIXO Position: Q2 2026 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 86,066 shares — an estimated $2.91M sold.

LifeWealth Investments first reported a position in SIXO in Q4 2024 and held it in 5 quarters. The position peaked at $5.35M in Q2 2025. 8 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

LifeWealth Investments reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
LifeWealth Investments sold 86,066 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $2.91M.
LifeWealth Investments first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2024 and held it in 5 quarters.
LifeWealth Investments's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $5.35M in Q2 2025.
8 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

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