Lloyd Advisory Services’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Lloyd Advisory Services’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
2026 Q1	$42.4K	Sell	1,260 -1,794	-59%	-$61.5K	0.01%	289
2025 Q4	$105K	Buy	+3,054	New	+$103K	0.04%	179
2025 Q3	–	Sell	-74,942	Closed	-$2.4M	–	114
2025 Q2	$2.4M	Sell	74,942 -1,874	-2%	-$56.8K	1.16%	19
2025 Q1	$2.3M	Buy	+76,816	New	+$2.35M	1.16%	17
2024 Q4	–	Sell	-109,575	Closed	-$3.22M	–	116
2024 Q3	$3.22M	Buy	109,575 +363	+0.3%	+$10.4K	1.56%	17
2024 Q2	$3.1M	Buy	+109,212	New	+$3.05M	1.46%	17
2024 Q1	–	Sell	-295,277	Closed	-$7.84M	–	172
2023 Q4	$7.84M	Buy	+295,277	New	+$7.44M	3.71%	8
2022 Q3	–	Sell	-135,900	Closed	-$3.03M	–	61
2022 Q2	$3.03M	Sell	135,900 -446	-0.3%	-$10.5K	2.36%	10
2022 Q1	$3.36M	Buy	+136,346	New	+$3.31M	1.57%	16

Other funds holding SIXJ

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

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

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

Lloyd Advisory Services reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 59% in Q1 2026, selling an estimated $61.5K and leaving 1,260 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #289.

Lloyd Advisory Services first reported a position in SIXJ in Q1 2022 and has held it in 9 quarters since. The position peaked at $7.84M in Q4 2023. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

Lloyd Advisory Services held 1,260 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $42.4K as of Q1 2026.
Lloyd Advisory Services sold 1,794 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $61.5K.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #289 holding.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2022 and has held it in 9 quarters since.
Lloyd Advisory Services's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $7.84M in Q4 2023.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

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