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Orion Portfolio Solutions’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.16M Sell
38,684
-14,738
-28% -$451K 0.01% 1004
2024
Q4 		$1.62M Sell
53,422
-6,735
-11% -$201K 0.02% 801
2024
Q3 		$1.77M Sell
60,157
-6,135
-9% -$176K 0.02% 754
2024
Q2 		$1.88M Sell
66,292
-15
-0% -$419 0.02% 661
2024
Q1 		$1.84M Buy
66,307
+1,612
+2% +$43.8K 0.02% 694
2023
Q4 		$1.72M Buy
+64,695
New +$1.63M 0.02% 709

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Orion Portfolio Solutions's SIXJ Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 28% in Q1 2025, selling an estimated $451K and leaving 38,684 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1004.

Orion Portfolio Solutions first reported a position in SIXJ in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.88M in Q2 2024. 55 funds tracked by Wall St. Rank hold SIXJ as of Q1 2025.

  • Orion Portfolio Solutions held 38,684 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $1.16M as of Q1 2025.
  • Orion Portfolio Solutions sold 14,738 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2025, an estimated $451K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1004 holding.
  • Orion Portfolio Solutions first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $1.88M in Q2 2024.
  • 55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.