Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SIXO Stock Details SIXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.3M	Sell	92,073 -105,085	-53%	-$3.71M	0.34%	82
2026 Q1	$6.66M	Buy	197,158 +96,942	+97%	+$3.37M	0.38%	69
2025 Q4	$3.48M	Buy	100,216 +18,583	+23%	+$637K	0.41%	62
2025 Q3	$2.77M	Buy	81,633 +60	+0.1%	+$2.01K	0.35%	72
2025 Q2	$2.7M	Buy	81,573 +64,510	+378%	+$2.06M	0.31%	78
2025 Q1	$539K	Buy	+17,063	New	+$555K	0.07%	282

Other funds holding SIXO

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

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

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

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

RCWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) stake by 53% in Q2 2026, selling an estimated $3.71M and leaving 92,073 shares worth $3.3M. The position accounts for 0.34% of the portfolio, ranked #82.

Patriot Financial Group Insurance Agency first reported a position in SIXO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.66M in Q1 2026. 28 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

Patriot Financial Group Insurance Agency held 92,073 shares of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF worth $3.3M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 105,085 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $3.71M.
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF made up 0.34% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #82 holding.
Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2025 and has held it in 6 quarters since.
Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $6.66M in Q1 2026.
28 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

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