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

Retirement Group’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 Q1	$306K	Hold	8,538	–	–	0.11%	90
2023 Q4	$287K	Hold	8,538	–	–	0.12%	84
2023 Q3	$263K	Hold	8,538	–	–	0.11%	86
2023 Q2	$270K	Hold	8,538	–	–	0.11%	86
2023 Q1	$250K	Buy	8,538 +3,486	+69%	+$80.9K	0.11%	80
2022 Q4	$140K	Buy	+5,052	New	+$115K	0.07%	102

Other funds holding SIXJ

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWS

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

Retirement Group's SIXJ Position: Q1 2024 in Review

Retirement Group held its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) position steady in Q1 2024 at 8,538 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #90.

Retirement Group first reported a position in SIXJ in Q4 2022 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold SIXJ as of Q1 2024.

Retirement Group held 8,538 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $306K as of Q1 2024.
Retirement Group left its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF share count unchanged in Q1 2024.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.11% of Retirement Group's portfolio in Q1 2024, its #90 holding.
Retirement Group first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q4 2022 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.