PFGIA
SIXD

Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640K Sell
20,760
-18,388
-47% -$555K 0.07% 275
2026
Q1 		$1.11M Buy
39,148
+20,775
+113% +$601K 0.06% 289
2025
Q4 		$531K Buy
18,373
+3,480
+23% +$99.6K 0.06% 282
2025
Q3 		$422K Hold
14,893
– – 0.05% 319
2025
Q2 		$409K Buy
+14,893
New +$394K 0.05% 348

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CA
Centennial Advisors Austin, Texas $83.8M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SIXD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) stake by 47% in Q2 2026, selling an estimated $555K and leaving 20,760 shares worth $640K. The position accounts for 0.07% of the portfolio, ranked #275.

Patriot Financial Group Insurance Agency first reported a position in SIXD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q1 2026. 26 funds tracked by Wall St. Rank hold SIXD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 20,760 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $640K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 18,388 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q2 2026, an estimated $555K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #275 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2025 and has held it in 5 quarters since.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $1.11M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.