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Park Square Financial Group’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-2,082
Closed -$60.9K – 993
2025
Q2 		$60.9K Buy
+2,082
New +$58K 0.04% 271

Other funds holding SIXP

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Park Square Financial Group sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q3 2025, closing a stake of 2,082 shares — an estimated $60.9K sold.

Park Square Financial Group first reported a position in SIXP in Q2 2025 and held it in 1 quarter. The position peaked at $60.9K in Q2 2025. 42 funds tracked by Wall St. Rank hold SIXP as of Q3 2025.

  • Park Square Financial Group reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 2,082 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q3 2025, an estimated $60.9K.
  • Park Square Financial Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q2 2025 and held it in 1 quarter.
  • Park Square Financial Group's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $60.9K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q3 2025.

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