LRWM
SIXD

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

Lord & Richards Wealth Management’s Portfolio SIXD Stock Details SIXD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		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% -$403K 0.07% 85
2024
Q4 		$474K Buy
+17,833
New +$474K 1% 41