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Lloyd Advisory Services’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		– Sell
-4,644
Closed -$147K – 1057
2025
Q4 		$147K Sell
4,644
-566,546
-99% -$17.6M 0.06% 144
2025
Q3 		$17.6M Buy
+571,190
New +$17.1M 8.28% 2

Other funds holding SIXP

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Lloyd Advisory Services sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q1 2026, closing a stake of 4,644 shares — an estimated $147K sold.

Lloyd Advisory Services first reported a position in SIXP in Q3 2025 and held it in 2 quarters. The position peaked at $17.6M in Q3 2025. 31 funds tracked by Wall St. Rank hold SIXP as of Q1 2026.

  • Lloyd Advisory Services reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 4,644 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q1 2026, an estimated $147K.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q3 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $17.6M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q1 2026.

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