Secured Retirement Advisors’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Secured Retirement Advisors’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
2026 Q1	–	Sell	-5,908	Closed	-$203K	–	141
2025 Q4	$203K	Sell	5,908 -1,261	-18%	-$42.5K	0.11%	124
2025 Q3	$239K	Sell	7,169 -470	-6%	-$15.3K	0.13%	119
2025 Q2	$245K	Buy	+7,639	New	+$232K	0.15%	105
2024 Q4	–	Sell	-12,961	Closed	-$381K	–	153
2024 Q3	$381K	Sell	12,961 -16,724	-56%	-$480K	0.27%	82
2024 Q2	$843K	Buy	29,685 +1,008	+4%	+$28.2K	0.66%	53
2024 Q1	$797K	Buy	28,677 +3,653	+15%	+$99.2K	0.68%	56
2023 Q4	$664K	Buy	+25,024	New	+$631K	0.64%	55

Other funds holding SIXJ

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

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Secured Retirement Advisors's SIXJ Position: Q1 2026 in Review

Secured Retirement Advisors sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q1 2026, closing a stake of 5,908 shares — an estimated $203K sold.

Secured Retirement Advisors first reported a position in SIXJ in Q4 2023 and held it in 7 quarters. The position peaked at $843K in Q2 2024. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

Secured Retirement Advisors reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q1 2026 after selling out during the quarter.
Secured Retirement Advisors sold 5,908 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $203K.
Secured Retirement Advisors first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q4 2023 and held it in 7 quarters.
Secured Retirement Advisors's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $843K in Q2 2024.
53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on Secured Retirement Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.