PFGIA
SIXZ

Patriot Financial Group Insurance Agency’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SIXZ Stock Details SIXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$414K Sell
13,133
-13,133
-50% -$405K 0.04% 338
2026
Q1 		$762K Buy
26,266
+13,133
+100% +$389K 0.04% 350
2025
Q4 		$389K Buy
+13,133
New +$385K 0.05% 332

Other funds holding SIXZ

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 50% in Q2 2026, selling an estimated $405K and leaving 13,133 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #338.

Patriot Financial Group Insurance Agency first reported a position in SIXZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $762K in Q1 2026. 15 funds tracked by Wall St. Rank hold SIXZ as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 13,133 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $414K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 13,133 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q2 2026, an estimated $405K.
  • AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #338 holding.
  • Patriot Financial Group Insurance Agency first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q4 2025 and has held it in 3 quarters since.
  • Patriot Financial Group Insurance Agency's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $762K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q2 2026.

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