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Lord & Richards Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Lord & Richards Wealth Management’s Portfolio SIXJ Stock Details SIXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-935
Closed -$28K – 141
2025
Q1 		$28K Buy
+935
New +$28.6K 0.03% 100

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2025, closing a stake of 935 shares — an estimated $28K sold.

Lord & Richards Wealth Management first reported a position in SIXJ in Q1 2025 and held it in 1 quarter. The position peaked at $28K in Q1 2025. 56 funds tracked by Wall St. Rank hold SIXJ as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 935 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2025, an estimated $28K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $28K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2025.

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