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Outlook Wealth Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Outlook Wealth Advisors’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
2025
Q4 		– Sell
-34,023
Closed -$1.05M – 313
2025
Q3 		$1.05M Sell
34,023
-1,156
-3% -$34.7K 0.26% 83
2025
Q2 		$1.03M Buy
+35,179
New +$980K 0.26% 75

Other funds holding SIXP

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Outlook Wealth Advisors's SIXP Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q4 2025, closing a stake of 34,023 shares — an estimated $1.05M sold.

Outlook Wealth Advisors first reported a position in SIXP in Q2 2025 and held it in 2 quarters. The position peaked at $1.05M in Q3 2025. 29 funds tracked by Wall St. Rank hold SIXP as of Q4 2025.

  • Outlook Wealth Advisors reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q4 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 34,023 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q4 2025, an estimated $1.05M.
  • Outlook Wealth Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2025 and held it in 2 quarters.
  • Outlook Wealth Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $1.05M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q4 2025.

Based on Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.