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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

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

Lloyd Advisory Services reduced its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 93% in Q1 2026, selling an estimated $316K and leaving 844 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #365.

Lloyd Advisory Services first reported a position in SIXZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $341K in Q4 2025. 31 funds tracked by Wall St. Rank hold SIXZ as of Q1 2026.

  • Lloyd Advisory Services held 844 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $24.5K as of Q1 2026.
  • Lloyd Advisory Services sold 10,682 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q1 2026, an estimated $316K.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #365 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 2 quarters since.
  • Lloyd Advisory Services's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $341K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q1 2026.

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