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SMART Wealth’s AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF SIXO Stock Holding History

SMART Wealth’s Portfolio SIXO Stock Details SIXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-187,385
Closed -$6.33M – 251
2026
Q1 		$6.33M Sell
187,385
-15,502
-8% -$538K 1.85% 5
2025
Q4 		$7.05M Buy
+202,887
New +$6.95M 2.15% 5
2025
Q3 		– Sell
-32,206
Closed -$1.07M – 175
2025
Q2 		$1.07M Buy
32,206
+202
+0.6% +$6.44K 0.33% 82
2025
Q1 		$1.01M Buy
32,004
+1,954
+7% +$63.5K 0.36% 71
2024
Q4 		$974K Buy
+30,050
New +$970K 0.35% 74

Other funds holding SIXO

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
A
Allianz Munich, Germany $9.48B AUM 23.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

SMART Wealth's SIXO Position: Q2 2026 in Review

SMART Wealth sold out of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) in Q2 2026, closing a stake of 187,385 shares — an estimated $6.33M sold.

SMART Wealth first reported a position in SIXO in Q4 2024 and held it in 5 quarters. The position peaked at $7.05M in Q4 2025. 57 funds tracked by Wall St. Rank hold SIXO as of Q2 2026.

  • SMART Wealth reported no remaining AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position as of Q2 2026 after selling out during the quarter.
  • SMART Wealth sold 187,385 AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF shares in Q2 2026, an estimated $6.33M.
  • SMART Wealth first reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in Q4 2024 and held it in 5 quarters.
  • SMART Wealth's AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF position peaked at $7.05M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF as of Q2 2026.

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