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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
Q2 		$202K Buy
+5,524
New +$197K 0.04% 267
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 $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sequent Planning's SIXJ Position: Q2 2026 in Review

Sequent Planning opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) in Q2 2026: 5,524 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #267 among its holdings. This is a return to the name: Sequent Planning previously reported a position in SIXJ as recently as Q4 2025.

Sequent Planning first reported a position in SIXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $377K in Q3 2025. 52 funds tracked by Wall St. Rank hold SIXJ as of Q2 2026.

  • Sequent Planning held 5,524 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF worth $202K as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF was a new Sequent Planning position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF made up 0.04% of Sequent Planning's portfolio in Q2 2026, its #267 holding.
  • Sequent Planning first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in Q3 2024 and has held it in 7 quarters since.
  • Sequent Planning's AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF position peaked at $377K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.