MWM
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Mosley Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Mosley Wealth Management’s Portfolio SIXP Stock Details SIXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-79
Closed -$2.43K – 824
2026
Q1 		$2.43K Buy
+79
New +$2.51K ﹤0.01% 379

Other funds holding SIXP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Mosley Wealth Management's SIXP Position: Q2 2026 in Review

Mosley Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q2 2026, closing a stake of 79 shares — an estimated $2.43K sold.

Mosley Wealth Management first reported a position in SIXP in Q1 2026 and held it in 1 quarter. The position peaked at $2.43K in Q1 2026. 12 funds tracked by Wall St. Rank hold SIXP as of Q2 2026.

  • Mosley Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 79 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q2 2026, an estimated $2.43K.
  • Mosley Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $2.43K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.