MFS
SIXD

Montgomery Financial Services’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Montgomery Financial Services’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$731K Buy
+23,697
New +$716K 0.64% 18

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

Montgomery Financial Services's SIXD Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q2 2026: 23,697 shares worth $731K. The stake represents 0.64% of the portfolio and ranks #18 among its holdings.

55 funds tracked by Wall St. Rank hold SIXD as of Q2 2026.

  • Montgomery Financial Services held 23,697 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $731K as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF was a new Montgomery Financial Services position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.64% of Montgomery Financial Services's portfolio in Q2 2026, its #18 holding.
  • 55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.