Pitti Group Wealth Management’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Pitti Group Wealth Management’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
2024 Q4	–	Sell	-10,821	Closed	-$287K	–	77
2024 Q3	$287K	Hold	10,821	–	–	0.31%	55
2024 Q2	$287K	Buy	+10,821	New	+$303K	0.31%	55
2024 Q1	–	Sell	-10,821	Closed	-$287K	–	63
2023 Q4	$287K	Sell	10,821 -2,037	-16%	-$51.4K	0.31%	55
2023 Q3	$316K	Buy	+12,858	New	+$321K	0.36%	51

Other funds holding SIXJ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Pitti Group Wealth Management's SIXJ Position: Q4 2024 in Review

Pitti Group Wealth Management sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q4 2024, closing a stake of 10,821 shares — an estimated $287K sold.

Pitti Group Wealth Management first reported a position in SIXJ in Q3 2023 and held it in 4 quarters. The position peaked at $316K in Q3 2023. 42 funds tracked by Wall St. Rank hold SIXJ as of Q4 2024.

Pitti Group Wealth Management reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q4 2024 after selling out during the quarter.
Pitti Group Wealth Management sold 10,821 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q4 2024, an estimated $287K.
Pitti Group Wealth Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2023 and held it in 4 quarters.
Pitti Group Wealth Management's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $316K in Q3 2023.
42 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q4 2024.

Based on Pitti Group Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.