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
Q2 		$301K Buy
9,540
+9
+0.1% +$277 ﹤0.01% 5455
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

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's SIXZ Position: Q2 2026 in Review

LPL Financial increased its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 0.09% in Q2 2026, buying an estimated $277 and bringing the position to 9,540 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #5455.

LPL Financial first reported a position in SIXZ in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold SIXZ as of Q2 2026.

  • LPL Financial held 9,540 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $301K as of Q2 2026.
  • LPL Financial bought 9 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q2 2026, an estimated $277.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5455 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 4 quarters since.
  • 28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q2 2026.

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