Lord & Richards Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Lord & Richards Wealth Management’s Portfolio SIXP Stock Details SIXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-46	Closed	-$1.26K	–	172
2025 Q1	$1.26K	Buy	+46	New	+$1.29K	﹤0.01%	163

Other funds holding SIXP

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Lord & Richards Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q2 2025, closing a stake of 46 shares — an estimated $1.26K sold.

Lord & Richards Wealth Management first reported a position in SIXP in Q1 2025 and held it in 1 quarter. The position peaked at $1.26K in Q1 2025. 33 funds tracked by Wall St. Rank hold SIXP as of Q2 2025.

Lord & Richards Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 46 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q2 2025, an estimated $1.26K.
Lord & Richards Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q1 2025 and held it in 1 quarter.
Lord & Richards Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $1.26K in Q1 2025.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q2 2025.

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