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Richard W. Paul & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

Richard W. Paul & Associates’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-299
Closed -$9.9K – 340
2025
Q2 		$9.9K Hold
299
– – ﹤0.01% 240
2025
Q1 		$9.44K Hold
299
– – ﹤0.01% 238
2024
Q4 		$9.69K Buy
299
+274
+1,096% +$8.84K ﹤0.01% 310
2024
Q3 		$794 Hold
25
– – ﹤0.01% 471
2024
Q2 		$762 Hold
25
– – ﹤0.01% 462
2024
Q1 		$739 Buy
+25
New +$731 ﹤0.01% 473

Other funds holding SIXO

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

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

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q3 2025, closing a stake of 299 shares — an estimated $9.9K sold.

Richard W. Paul & Associates first reported a position in SIXO in Q1 2024 and held it in 6 quarters. The position peaked at $9.9K in Q2 2025. 40 funds tracked by Wall St. Rank hold SIXO as of Q3 2025.

  • Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q3 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 299 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q3 2025, an estimated $9.9K.
  • Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q1 2024 and held it in 6 quarters.
  • Richard W. Paul & Associates's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $9.9K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q3 2025.

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