LAS
SIXZ

Lloyd Advisory Services’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

Lloyd Advisory Services’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.3K Buy
1,626
+782
+93% +$24.1K 0.02% 235
2026
Q1 		$24.5K Sell
844
-10,682
-93% -$316K 0.01% 365
2025
Q4 		$341K Buy
+11,526
New +$338K 0.13% 72

Other funds holding SIXZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Lloyd Advisory Services increased its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 93% in Q2 2026, buying an estimated $24.1K and bringing the position to 1,626 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #235.

Lloyd Advisory Services first reported a position in SIXZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 28 funds tracked by Wall St. Rank hold SIXZ as of Q2 2026.

  • Lloyd Advisory Services held 1,626 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $51.3K as of Q2 2026.
  • Lloyd Advisory Services bought 782 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q2 2026, an estimated $24.1K.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #235 holding.
  • Lloyd Advisory Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $341K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q2 2026.

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