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Oliver Lagore Vanvalin Investment Group’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q1 		– Sell
-345
Closed -$9.16K – 814
2023
Q4 		$9.16K Sell
345
-158
-31% -$3.98K ﹤0.01% 422
2023
Q3 		$12.3K Sell
503
-1,852
-79% -$46.3K ﹤0.01% 406
2023
Q2 		$58.6K Buy
+2,355
New +$57K 0.02% 236

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SIXJ Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q1 2024, closing a stake of 345 shares — an estimated $9.16K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SIXJ in Q2 2023 and held it in 3 quarters. The position peaked at $58.6K in Q2 2023. 38 funds tracked by Wall St. Rank hold SIXJ as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 345 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2024, an estimated $9.16K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $58.6K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.