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Lord & Richards Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Lord & Richards Wealth Management’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,850
Closed -$437K – 142
2025
Q1 		$437K Sell
13,850
-921
-6% -$29.9K 0.5% 48
2024
Q4 		$479K Buy
+14,771
New +$477K 1.01% 39

Other funds holding SIXO

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2025, closing a stake of 13,850 shares — an estimated $437K sold.

Lord & Richards Wealth Management first reported a position in SIXO in Q4 2024 and held it in 2 quarters. The position peaked at $479K in Q4 2024. 59 funds tracked by Wall St. Rank hold SIXO as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 13,850 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2025, an estimated $437K.
  • Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $479K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2025.

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