Mosley Wealth Management
SIXD icon

Mosley Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Mosley Wealth Management’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
Q3 		$460K Buy
14,558
+3,169
+28% +$99K 0.13% 112
2026
Q2 		$351K Buy
+11,389
New +$344K 0.11% 124

Other funds holding SIXD

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
FSR Wealth Management
FSR Wealth Management Elmhurst, Illinois $92.9M AUM 8.54% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Mosley Wealth Management's SIXD Position: Q3 2026 in Review

Mosley Wealth Management increased its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 28% in Q3 2026, buying an estimated $99K and bringing the position to 14,558 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #112.

Mosley Wealth Management first reported a position in SIXD in Q2 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold SIXD as of Q3 2026.

  • Mosley Wealth Management held 14,558 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $460K as of Q3 2026.
  • Mosley Wealth Management bought 3,169 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q3 2026, an estimated $99K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.13% of Mosley Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.