LPL Financial
SIXZ

LPL Financial’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

LPL Financial’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Hold
9,531
– – ﹤0.01% 5242
2025
Q4 		$282K Buy
9,531
+1,355
+17% +$39.7K ﹤0.01% 5189
2025
Q3 		$238K Buy
+8,176
New +$236K ﹤0.01% 5222

Other funds holding SIXZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

LPL Financial's SIXZ Position: Q1 2026 in Review

LPL Financial held its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) position steady in Q1 2026 at 9,531 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #5242.

LPL Financial first reported a position in SIXZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 31 funds tracked by Wall St. Rank hold SIXZ as of Q1 2026.

  • LPL Financial held 9,531 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $276K as of Q1 2026.
  • LPL Financial left its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5242 holding.
  • LPL Financial first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $282K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.