Lloyd Advisory Services’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Lloyd Advisory Services’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	$24.9K	Sell	693 -28,422	-98%	-$1M	0.01%	297
2026 Q1	$984K	Sell	29,115 -573,736	-95%	-$19.9M	0.28%	38
2025 Q4	$20.9M	Buy	+602,851	New	+$20.7M	8.12%	2
2025 Q3	–	Sell	-451,217	Closed	-$14.9M	–	115
2025 Q2	$14.9M	Sell	451,217 -18,863	-4%	-$602K	7.22%	3
2025 Q1	$14.8M	Sell	470,080 -12,030	-2%	-$391K	7.46%	3
2024 Q4	$15.6M	Buy	482,110 +359,842	+294%	+$11.6M	7.4%	3
2024 Q3	$3.88M	Sell	122,268 -770	-0.6%	-$23.8K	1.88%	14
2024 Q2	$3.75M	Buy	+123,038	New	+$3.65M	1.77%	13
2022 Q2	–	Sell	-499	Closed	-$13K	–	471
2022 Q1	$13K	Sell	499 -230,294	-100%	-$5.91M	0.01%	381
2021 Q4	$6.01M	Buy	+230,793	New	+$5.93M	2.77%	6

Other funds holding SIXO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Lloyd Advisory Services's SIXO Position: Q2 2026 in Review

Lloyd Advisory Services reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 98% in Q2 2026, selling an estimated $1M and leaving 693 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #297.

Lloyd Advisory Services first reported a position in SIXO in Q4 2021 and has held it in 10 quarters since. The position peaked at $20.9M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

Lloyd Advisory Services held 693 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $24.9K as of Q2 2026.
Lloyd Advisory Services sold 28,422 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $1M.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #297 holding.
Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2021 and has held it in 10 quarters since.
Lloyd Advisory Services's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $20.9M in Q4 2025.
57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.