Secure Asset Management’s AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF SIXZ Stock Holding History

Secure Asset Management’s Portfolio SIXZ Stock Details SIXZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$346K	Sell	10,700 -1,000	-9%	-$32K	0.05%	240
2026 Q2	$369K	Hold	11,700	–	–	0.05%	229
2026 Q1	$339K	Hold	11,700	–	–	0.05%	231
2025 Q4	$346K	Buy	+11,700	New	+$343K	0.05%	248

Other funds holding SIXZ

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Secure Asset Management's SIXZ Position: Q3 2026 in Review

Secure Asset Management reduced its AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF (SIXZ) stake by 8.5% in Q3 2026, selling an estimated $32K and leaving 10,700 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #240.

Secure Asset Management first reported a position in SIXZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $369K in Q2 2026. 6 funds tracked by Wall St. Rank hold SIXZ as of Q3 2026.

Secure Asset Management held 10,700 shares of AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF worth $346K as of Q3 2026.
Secure Asset Management sold 1,000 AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF shares in Q3 2026, an estimated $32K.
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF made up 0.05% of Secure Asset Management's portfolio in Q3 2026, its #240 holding.
Secure Asset Management first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF in Q4 2025 and has held it in 4 quarters since.
Secure Asset Management's AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF position peaked at $369K in Q2 2026.
6 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.