Mosley Wealth Management
SIXO icon

Mosley Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Mosley Wealth Management’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30K Sell
815
-89
-10% -$3.23K 0.01% 310
2026
Q2 		$32.4K Buy
+904
New +$31.9K 0.01% 287

Other funds holding SIXO

RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Mosley Wealth Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 9.8% in Q3 2026, selling an estimated $3.23K and leaving 815 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #310.

Mosley Wealth Management first reported a position in SIXO in Q2 2026 and has held it in 2 quarters since. The position peaked at $32.4K in Q2 2026. 33 funds tracked by Wall St. Rank hold SIXO as of Q3 2026.

  • Mosley Wealth Management held 815 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $30K as of Q3 2026.
  • Mosley Wealth Management sold 89 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2026, an estimated $3.23K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #310 holding.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $32.4K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2026.

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