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

Mattson Financial Services’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
2025
Q2 		– Sell
-242
Closed -$7.25K – 313
2025
Q1 		$7.25K Sell
242
-83,805
-100% -$2.56M ﹤0.01% 256
2024
Q4 		$2.47M Buy
+84,047
New +$2.51M 0.79% 43

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mattson Financial Services's SIXJ Position: Q2 2025 in Review

Mattson Financial Services sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2025, closing a stake of 242 shares — an estimated $7.25K sold.

Mattson Financial Services first reported a position in SIXJ in Q4 2024 and held it in 2 quarters. The position peaked at $2.47M in Q4 2024. 56 funds tracked by Wall St. Rank hold SIXJ as of Q2 2025.

  • Mattson Financial Services reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 242 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2025, an estimated $7.25K.
  • Mattson Financial Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $2.47M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.