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SMART Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF SIXF Stock Holding History

SMART Wealth’s Portfolio SIXF Stock Details SIXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,049
Closed -$1.04M – 186
2025
Q2 		$1.04M Sell
35,049
-1,448
-4% -$40.9K 0.33% 84
2025
Q1 		$1.02M Buy
+36,497
New +$1.04M 0.36% 70

Other funds holding SIXF

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SMART Wealth's SIXF Position: Q3 2025 in Review

SMART Wealth sold out of AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF (SIXF) in Q3 2025, closing a stake of 35,049 shares — an estimated $1.04M sold.

SMART Wealth first reported a position in SIXF in Q1 2025 and held it in 2 quarters. The position peaked at $1.04M in Q2 2025. 25 funds tracked by Wall St. Rank hold SIXF as of Q3 2025.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 35,049 AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF shares in Q3 2025, an estimated $1.04M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF in Q1 2025 and held it in 2 quarters.
  • SMART Wealth's AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF position peaked at $1.04M in Q2 2025.
  • 25 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF as of Q3 2025.

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