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Sequent Planning’s AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History

Sequent Planning’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
-5,846
Closed -$200K – 251
2025
Q4 		$200K Sell
5,846
-5,465
-48% -$184K 0.05% 225
2025
Q3 		$377K Sell
11,311
-44
-0.4% -$1.44K 0.11% 137
2025
Q2 		$363K Sell
11,355
-241
-2% -$7.31K 0.12% 109
2025
Q1 		$347K Hold
11,596
– – 0.13% 104
2024
Q4 		$352K Buy
11,596
+2,337
+25% +$69.9K 0.13% 105
2024
Q3 		$272K Buy
+9,259
New +$266K 0.09% 119

Other funds holding SIXJ

Osaic Holdings
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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

Sequent Planning's SIXJ Position: Q1 2026 in Review

Sequent Planning sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q1 2026, closing a stake of 5,846 shares — an estimated $200K sold.

Sequent Planning first reported a position in SIXJ in Q3 2024 and held it in 6 quarters. The position peaked at $377K in Q3 2025. 53 funds tracked by Wall St. Rank hold SIXJ as of Q1 2026.

  • Sequent Planning reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position as of Q1 2026 after selling out during the quarter.
  • Sequent Planning sold 5,846 AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF shares in Q1 2026, an estimated $200K.
  • Sequent Planning first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and held it in 6 quarters.
  • Sequent Planning's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $377K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.