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

Retirement Guys Formula’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
2026 Q1	$1.28M	Sell	37,983 -4,098	-10%	-$141K	0.59%	75
2025 Q4	$1.44M	Sell	42,081 -2,880	-6%	-$97.1K	0.66%	59
2025 Q3	$1.5M	Sell	44,961 -31,133	-41%	-$1.02M	0.53%	59
2025 Q2	$2.44M	Sell	76,094 -1,557	-2%	-$47.2K	0.93%	29
2025 Q1	$2.33M	Sell	77,651 -2,247	-3%	-$68.7K	1.16%	21
2024 Q4	$2.43M	Buy	79,898 +4,100	+5%	+$123K	1.22%	15
2024 Q3	$2.23M	Buy	75,798 +5,810	+8%	+$167K	1.04%	23
2024 Q2	$1.99M	Sell	69,988 -1,835	-3%	-$51.3K	0.95%	27
2024 Q1	$2M	Sell	71,823 -1,650	-2%	-$44.8K	0.97%	28
2023 Q4	$1.95M	Sell	73,473 -9,718	-12%	-$245K	1.05%	28
2023 Q3	$2.04M	Buy	+83,191	New	+$2.08M	1.42%	20

Other funds holding SIXJ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Retirement Guys Formula's SIXJ Position: Q1 2026 in Review

Retirement Guys Formula reduced its AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) stake by 9.7% in Q1 2026, selling an estimated $141K and leaving 37,983 shares worth $1.28M. The position accounts for 0.59% of the portfolio, ranked #75.

Retirement Guys Formula first reported a position in SIXJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q2 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

Retirement Guys Formula held 37,983 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $1.28M as of Q1 2026.
Retirement Guys Formula sold 4,098 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $141K.
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.59% of Retirement Guys Formula's portfolio in Q1 2026, its #75 holding.
Retirement Guys Formula first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2023 and has held it in 11 quarters since.
Retirement Guys Formula's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $2.44M in Q2 2025.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.