LRWM
SIXD

Lord & Richards Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Lord & Richards Wealth Management’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,466
Closed -$64.7K – 174
2025
Q1 		$64.7K Sell
2,466
-15,367
-86% -$411K 0.07% 85
2024
Q4 		$474K Buy
+17,833
New +$475K 1% 41

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return

Lord & Richards Wealth Management's SIXD Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q2 2025, closing a stake of 2,466 shares — an estimated $64.7K sold.

Lord & Richards Wealth Management first reported a position in SIXD in Q4 2024 and held it in 2 quarters. The position peaked at $474K in Q4 2024. 32 funds tracked by Wall St. Rank hold SIXD as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,466 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q2 2025, an estimated $64.7K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $474K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.