LAS
SIXD

Lloyd Advisory Services’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Lloyd Advisory Services’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
Q1 		$25.9K Sell
915
-878
-49% -$25.4K 0.01% 353
2025
Q4 		$51.8K Buy
+1,793
New +$51.3K 0.02% 233
2025
Q1 		– Sell
-13,144
Closed -$349K – 121
2024
Q4 		$349K Sell
13,144
-452,502
-97% -$12M 0.17% 65
2024
Q3 		$12.2M Sell
465,646
-18,612
-4% -$479K 5.92% 4
2024
Q2 		$12.3M Buy
+484,258
New +$12.3M 5.81% 5

Other funds holding SIXD

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Lloyd Advisory Services's SIXD Position: Q1 2026 in Review

Lloyd Advisory Services reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 49% in Q1 2026, selling an estimated $25.4K and leaving 915 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #353.

Lloyd Advisory Services first reported a position in SIXD in Q2 2024 and has held it in 5 quarters since. The position peaked at $12.3M in Q2 2024. 25 funds tracked by Wall St. Rank hold SIXD as of Q1 2026.

  • Lloyd Advisory Services held 915 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $25.9K as of Q1 2026.
  • Lloyd Advisory Services sold 878 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q1 2026, an estimated $25.4K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #353 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2024 and has held it in 5 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $12.3M in Q2 2024.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.