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

NWF Advisory 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
Q4 		– Sell
-6,000
Closed -$200K – 439
2025
Q3 		$200K Buy
+6,000
New +$196K 0.02% 379

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NWF Advisory Services's SIXJ Position: Q4 2025 in Review

NWF Advisory Services sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q4 2025, closing a stake of 6,000 shares — an estimated $200K sold.

NWF Advisory Services first reported a position in SIXJ in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q4 2025.

  • NWF Advisory Services reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q4 2025 after selling out during the quarter.
  • NWF Advisory Services sold 6,000 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q4 2025, an estimated $200K.
  • NWF Advisory Services first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2025 and held it in 1 quarter.
  • NWF Advisory Services's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $200K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q4 2025.

Based on NWF Advisory Services's 13F filing for Q4 2025, filed 3 Mar 2026.