LPL Financial
SIXJ icon

LPL Financial’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

LPL Financial’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
2026
Q1 		$7.03M Sell
208,860
-2,686
-1% -$92.1K ﹤0.01% 2326
2025
Q4 		$7.25M Buy
211,546
+3,810
+2% +$128K ﹤0.01% 2217
2025
Q3 		$6.93M Buy
207,736
+175,632
+547% +$5.74M ﹤0.01% 2209
2025
Q2 		$1.03M Buy
32,104
+6,507
+25% +$197K ﹤0.01% 3732
2025
Q1 		$766K Sell
25,597
-1,278
-5% -$39.1K ﹤0.01% 3778
2024
Q4 		$817K Sell
26,875
-1,672
-6% -$50K ﹤0.01% 3673
2024
Q3 		$839K Buy
28,547
+8,239
+41% +$236K ﹤0.01% 3553
2024
Q2 		$577K Buy
20,308
+2,609
+15% +$72.9K ﹤0.01% 3745
2024
Q1 		$492K Buy
17,699
+3,456
+24% +$93.8K ﹤0.01% 3797
2023
Q4 		$378K Buy
+14,243
New +$359K ﹤0.01% 3901

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return