Richard W. Paul & Associates’s AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF SIXP Stock Holding History

Richard W. Paul & Associates’s Portfolio SIXP Stock Details SIXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-389	Closed	-$12K	–	325
2025 Q3	$12K	Buy	+389	New	+$11.7K	﹤0.01%	218

Other funds holding SIXP

AIMU

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

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Richard W. Paul & Associates's SIXP Position: Q4 2025 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) in Q4 2025, closing a stake of 389 shares — an estimated $12K sold.

Richard W. Paul & Associates first reported a position in SIXP in Q3 2025 and held it in 1 quarter. The position peaked at $12K in Q3 2025. 29 funds tracked by Wall St. Rank hold SIXP as of Q4 2025.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position as of Q4 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 389 AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF shares in Q4 2025, an estimated $12K.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in Q3 2025 and held it in 1 quarter.
Richard W. Paul & Associates's AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF position peaked at $12K in Q3 2025.
29 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF as of Q4 2025.

Based on Richard W. Paul & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.