SPC
SIXD

Sigma Planning Corp’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

Sigma Planning Corp’s Portfolio SIXD Stock Details SIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,799
Closed -$389K – 1268
2024
Q3 		$389K Buy
14,799
+1,122
+8% +$28.9K 0.01% 838
2024
Q2 		$348K Buy
+13,677
New +$346K 0.01% 864

Other funds holding SIXD

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Sigma Planning Corp's SIXD Position: Q4 2024 in Review

Sigma Planning Corp sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q4 2024, closing a stake of 14,799 shares — an estimated $389K sold.

Sigma Planning Corp first reported a position in SIXD in Q2 2024 and held it in 2 quarters. The position peaked at $389K in Q3 2024. 24 funds tracked by Wall St. Rank hold SIXD as of Q4 2024.

  • Sigma Planning Corp reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 14,799 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q4 2024, an estimated $389K.
  • Sigma Planning Corp first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q2 2024 and held it in 2 quarters.
  • Sigma Planning Corp's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $389K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.