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Park Square Financial Group’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-705
Closed -$22.6K – 830
2025
Q2 		$22.6K Buy
705
+126
+22% +$3.82K 0.02% 431
2025
Q1 		$17.3K Buy
+579
New +$17.7K 0.01% 473

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 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
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

Park Square Financial Group's SIXJ Position: Q3 2025 in Review

Park Square Financial Group sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2025, closing a stake of 705 shares — an estimated $22.6K sold.

Park Square Financial Group first reported a position in SIXJ in Q1 2025 and held it in 2 quarters. The position peaked at $22.6K in Q2 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 705 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2025, an estimated $22.6K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $22.6K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.