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

Patriot Financial Group Insurance Agency’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
2026 Q2	$647K	Sell	17,740 -17,740	-50%	-$633K	0.07%	274
2026 Q1	$1.19M	Buy	35,480 +25,118	+242%	+$861K	0.07%	282
2025 Q4	$355K	Hold	10,362	–	–	0.04%	358
2025 Q3	$345K	Buy	+10,362	New	+$338K	0.04%	354
2022 Q3	–	Sell	-17	Closed	–	–	1698
2022 Q2	$0	Buy	+17	New	+$399	﹤0.01%	2155

Other funds holding SIXJ

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 50% in Q2 2026, selling an estimated $633K and leaving 17,740 shares worth $647K. The position accounts for 0.07% of the portfolio, ranked #274.

Patriot Financial Group Insurance Agency first reported a position in SIXJ in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2026. 30 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

Patriot Financial Group Insurance Agency held 17,740 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $647K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 17,740 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q2 2026, an estimated $633K.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #274 holding.
Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q2 2022 and has held it in 5 quarters since.
Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $1.19M in Q1 2026.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

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