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Richard W. Paul & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Richard W. Paul & Associates’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
2025
Q3 		– Sell
-50
Closed -$1.6K – 339
2025
Q2 		$1.6K Hold
50
– – ﹤0.01% 309
2025
Q1 		$1.5K Buy
+50
New +$1.53K ﹤0.01% 304
2024
Q4 		– Sell
-57
Closed -$1.68K – 525
2024
Q3 		$1.68K Buy
57
+4
+8% +$115 ﹤0.01% 431
2024
Q2 		$1.5K Buy
+53
New +$1.48K ﹤0.01% 436
2024
Q1 		– Sell
-85
Closed -$2.26K – 531
2023
Q4 		$2.26K Buy
85
+15
+21% +$378 ﹤0.01% 407
2023
Q3 		$1.72K Buy
70
+55
+367% +$1.37K ﹤0.01% 411
2023
Q2 		$374 Sell
15
-7
-32% -$169 ﹤0.01% 506
2023
Q1 		$521 Buy
+22
New +$510 ﹤0.01% 506

Other funds holding SIXJ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Richard W. Paul & Associates's SIXJ Position: Q3 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q3 2025, closing a stake of 50 shares — an estimated $1.6K sold.

Richard W. Paul & Associates first reported a position in SIXJ in Q1 2023 and held it in 8 quarters. The position peaked at $2.26K in Q4 2023. 53 funds tracked by Wall St. Rank hold SIXJ as of Q3 2025.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q3 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 50 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q3 2025, an estimated $1.6K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q1 2023 and held it in 8 quarters.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $2.26K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q3 2025.

Based on Richard W. Paul & Associates's 13F filing for Q3 2025, filed 13 Nov 2025.