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
Q2 		$5.84M Sell
162,813
-10,896
-6% -$385K ﹤0.01% 2655
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LPL Financial's SIXO Position: Q2 2026 in Review

LPL Financial reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 6.3% in Q2 2026, selling an estimated $385K and leaving 162,813 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

LPL Financial first reported a position in SIXO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.87M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • LPL Financial held 162,813 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $5.84M as of Q2 2026.
  • LPL Financial sold 10,896 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $385K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2655 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $5.87M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.