RWPA
SIXD

Richard W. Paul & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Richard W. Paul & Associates’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-299
Closed -$7.86K – 530
2024
Q3 		$7.86K Buy
299
+17
+6% +$438 ﹤0.01% 324
2024
Q2 		$7.18K Buy
+282
New +$7.14K ﹤0.01% 326

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Richard W. Paul & Associates's SIXD Position: Q4 2024 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q4 2024, closing a stake of 299 shares — an estimated $7.86K sold.

Richard W. Paul & Associates first reported a position in SIXD in Q2 2024 and held it in 2 quarters. The position peaked at $7.86K in Q3 2024. 24 funds tracked by Wall St. Rank hold SIXD as of Q4 2024.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position as of Q4 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 299 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q4 2024, an estimated $7.86K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2024 and held it in 2 quarters.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $7.86K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q4 2024.

Based on Richard W. Paul & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.