SMART Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF SIXD Stock Holding History

SMART Wealth’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
2025 Q3	–	Sell	-149,011	Closed	-$4.09M	–	188
2025 Q2	$4.09M	Sell	149,011 -7,430	-5%	-$196K	1.28%	27
2025 Q1	$4.1M	Buy	156,441 +26,652	+21%	+$712K	1.47%	22
2024 Q4	$3.45M	Buy	129,789 +4,217	+3%	+$112K	1.23%	24
2024 Q3	$3.3M	Buy	+125,572	New	+$3.23M	1.29%	20

Other funds holding SIXD

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SMART Wealth's SIXD Position: Q3 2025 in Review

SMART Wealth sold out of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q3 2025, closing a stake of 149,011 shares — an estimated $4.09M sold.

SMART Wealth first reported a position in SIXD in Q3 2024 and held it in 4 quarters. The position peaked at $4.1M in Q1 2025. 23 funds tracked by Wall St. Rank hold SIXD as of Q3 2025.

SMART Wealth reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position as of Q3 2025 after selling out during the quarter.
SMART Wealth sold 149,011 AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF shares in Q3 2025, an estimated $4.09M.
SMART Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q3 2024 and held it in 4 quarters.
SMART Wealth's AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF position peaked at $4.1M in Q1 2025.
23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.