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Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Sell
6,730
-6,730
-50% -$224K 0.02% 454
2026
Q1 		$423K Buy
+13,460
New +$431K 0.02% 479

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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) stake by 50% in Q2 2026, selling an estimated $224K and leaving 6,730 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #454.

Patriot Financial Group Insurance Agency first reported a position in SIXF in Q1 2026 and has held it in 2 quarters since. The position peaked at $423K in Q1 2026. 11 funds tracked by Wall St. Rank hold SIXF as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,730 shares of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF worth $229K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 6,730 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q2 2026, an estimated $224K.
  • AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #454 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position peaked at $423K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q2 2026.

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