LRWM
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Lord & Richards Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

Lord & Richards Wealth Management’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-569
Closed -$15.9K – 171
2025
Q1 		$15.9K Buy
+569
New +$16.2K 0.02% 108

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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) in Q2 2025, closing a stake of 569 shares — an estimated $15.9K sold.

Lord & Richards Wealth Management first reported a position in SIXF in Q1 2025 and held it in 1 quarter. The position peaked at $15.9K in Q1 2025. 24 funds tracked by Wall St. Rank hold SIXF as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 569 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q2 2025, an estimated $15.9K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position peaked at $15.9K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2025.

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