LPL Financial
SIXO icon

LPL Financial’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

LPL Financial’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
2026
Q1 		$5.87M Buy
173,709
+4,614
+3% +$160K ﹤0.01% 2488
2025
Q4 		$5.87M Buy
169,095
+1,042
+0.6% +$35.7K ﹤0.01% 2394
2025
Q3 		$5.7M Buy
168,053
+147,915
+735% +$4.97M ﹤0.01% 2348
2025
Q2 		$667K Buy
20,138
+7,199
+56% +$230K ﹤0.01% 4125
2025
Q1 		$409K Sell
12,939
-1,568
-11% -$51K ﹤0.01% 4349
2024
Q4 		$470K Buy
14,507
+99
+0.7% +$3.19K ﹤0.01% 4153
2024
Q3 		$458K Buy
14,408
+2,375
+20% +$73.3K ﹤0.01% 4069
2024
Q2 		$367K Sell
12,033
-1,467
-11% -$43.5K ﹤0.01% 4109
2024
Q1 		$399K Sell
13,500
-6,500
-33% -$190K ﹤0.01% 3974
2023
Q4 		$577K Sell
20,000
-115
-0.6% -$3.21K ﹤0.01% 3554
2023
Q3 		$548K Buy
20,115
+115
+0.6% +$3.2K ﹤0.01% 3409
2023
Q2 		$553K Sell
20,000
-6,750
-25% -$180K ﹤0.01% 3352
2023
Q1 		$703K Buy
26,750
+10,950
+69% +$278K ﹤0.01% 3056
2022
Q4 		$388K Buy
+15,800
New +$384K ﹤0.01% 3469

Other funds holding SIXO

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return