SW
SIXD

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
2026
Q2 		$5.85M Buy
+189,841
New +$5.73M 1.26% 15
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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

SMART Wealth's SIXD Position: Q2 2026 in Review

SMART Wealth opened a new position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) in Q2 2026: 189,841 shares worth $5.85M. The stake represents 1.26% of the portfolio and ranks #15 among its holdings. This is a return to the name: SMART Wealth previously reported a position in SIXD as recently as Q2 2025.

SMART Wealth first reported a position in SIXD in Q3 2024 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold SIXD as of Q2 2026.

  • SMART Wealth held 189,841 shares of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF worth $5.85M as of Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF was a new SMART Wealth position in Q2 2026.
  • AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF made up 1.26% of SMART Wealth's portfolio in Q2 2026, its #15 holding.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in Q3 2024 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.