LifeWealth Investments’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

LifeWealth Investments’s Portfolio SIXP Stock Details SIXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-268,568	Closed	-$8.27M	–	234
2025 Q3	$8.27M	Buy	+268,568	New	+$8.06M	1.26%	22

Other funds holding SIXP

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFGIA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LifeWealth Investments's SIXP Position: Q4 2025 in Review

LifeWealth Investments sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q4 2025, closing a stake of 268,568 shares — an estimated $8.27M sold.

LifeWealth Investments first reported a position in SIXP in Q3 2025 and held it in 1 quarter. The position peaked at $8.27M in Q3 2025. 29 funds tracked by Wall St. Rank hold SIXP as of Q4 2025.

LifeWealth Investments reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 268,568 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q4 2025, an estimated $8.27M.
LifeWealth Investments first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q3 2025 and held it in 1 quarter.
LifeWealth Investments's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $8.27M in Q3 2025.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.