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

Patriot Financial Group Insurance Agency’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
2026
Q2 		$1.23M Sell
36,534
-37,270
-50% -$1.23M 0.13% 189
2026
Q1 		$2.31M Buy
73,804
+34,257
+87% +$1.09M 0.13% 191
2025
Q4 		$1.25M Sell
39,547
-120
-0.3% -$3.73K 0.15% 173
2025
Q3 		$1.22M Buy
39,667
+10,215
+35% +$307K 0.16% 171
2025
Q2 		$862K Buy
+29,452
New +$820K 0.1% 228

Other funds holding SIXP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) stake by 50% in Q2 2026, selling an estimated $1.23M and leaving 36,534 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #189.

Patriot Financial Group Insurance Agency first reported a position in SIXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.31M in Q1 2026. 12 funds tracked by Wall St. Rank hold SIXP as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 36,534 shares of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF worth $1.23M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 37,270 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q2 2026, an estimated $1.23M.
  • AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF made up 0.13% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #189 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep 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 Mar/Sep ETF position peaked at $2.31M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q2 2026.

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